172 results found
-
Add Custom Activity Types
I would like to add things like:
- written note
- comment on social media post
- liked social media post
- conversation
And any others that come up that are relevant to how we interact.
10 votes -
5 votes
-
Make Moving Contacts between Team/Personal Accounts Easier
The moving between personal to team and then team to personal is messy. If a legacy tag is removed, the personal database is a mess. If they never use personal, or reclassify a contact, they cant take that information with them. If you don't make it easy to go from command to command, there is a chance they go from command to another system or command to another company instead.
9 votes -
Bulk Add Neighborhood(s)
After an open house, I would like to be able to assign neighborhood(s) to all visitors who attended the open house. Would need the ability to "look up on a map", not just type in the neighborhood since Nextdoor com does not always have the proper info.
21 votes -
Sort Mailing Labels Alphabetically
When generating mailing labels they should sort alphabetically and combine married couples on one label.
27 votes -
Ability to Modify Layout of Contact Card
People want to see different contact information when you pull up a contact in Command. My experience developing applications & UI has always been a best practice to have as few clicks or physical interaction/navigation as possible.
To minimize scrolling and see what each agent values as pertinent contact information when the contact is displayed, we should be able to modify the layout of the information on a contact card. For instance, the address is not in view nor is the 'About' section. We should be able to organize the subsections in a contact card.
Further, there is a significant…
10 votes -
spouse
Add spouse name to top of contact record so both names are easily visible.
5 votes -
Prioritize Preferred Contact Method in Contact Record
preferred contact method should be where the phone and email are entered so can immediately see what client prefers; having to scroll down is tedious--you're just not going to do it for every person you meet; plus they may get annoyed if you contact them the non-preferred way and that strains the relationship (weren't you even listening when i told you not to * but instead to *) Anyway, would like to see it in the main 'box' for the contact
20 votes -
Task Due Date Sort in Contacts
It would be beneficial to have a column in contacts under "tasks" and sort by the due date. It would also help to see what contacts already have tasks and which contacts marked as a lead need a task.
3 votes -
share notes
Have the ability to include the note I add to one of my contacts to be updated on their associated persons (ie. spouse) contact card. Example:
I add a note to James Doe and same notes gets added to Jane Doe
Note: Talked to James and he said they will sell in 3 monthsI want the note to automatically or give me an option to have that same note added to the associated person.
3 votes -
Buyer/Seller Information sheets
It would be nice to attach the information sheets that contacts fill out to their contact card within command. The reason is then you would not have to keep the paper and still have it attached to the person directly and in one system so that you could open the attachment to reference rather than having to find a hard copy of paperwork that they filled out at either a buy or sell consult when they signed contract.
2 votes -
Bulk Remove from SmartPlan(s)
There's no way to remove smarplans in bulk from specific contacts. We have a team of agents that use the team command and one of our agents wants one of the smartplans removed from his team contacts but the only option is to do it one by one (there's over 2,000) or remove the smartplan for all the agents team contacts, which is not a real option. Thank you!
21 votes -
Assign a task to several tagged contacts at the same time
It would be great to include a TASK Action for all tagged contacts at the same time. Right now I can pull up all contacts with a certain tag, but I can't mass Task them the same task.
2 votes -
Choose Multiple Neighborhoods for Contacts Using Free Draw Tool
update command for when youre choosing neighborhoods to add your client so that instead of manually clicking each neighborhood to have a range for us to make a shape over the map.
6 votes -
Bulk Add to Command Email List
Ever since Mailchimp stopped being used we still cannot add bulk contacts to command email lists.
This is a basic function and would stop us from having to rebuild email lists every time we want to send an email to the database or list we have already built every time we get new contacts to add.
14 votes -
Ability to Edit/Delete System Tags
We cannot edit or delete system tags, which results in duplicate tags being created/used. Please give us the option to edit or remove system tags.
38 votes -
Likelihood to Move Estimation Tool
There is some technology that is set to come out from a lead source that uses AI to analyze multiple public data sets to guess the likelihood of homeowners making a move: date of last move, mortgage balance, equity left/built in the home, neighborhood activity, etc. This could be leveraged to better scope out/implement farming or other marketing techniques in certain neighborhoods. The program gives estimates of their likelihood to move, with breakdowns and reasons as to why.
12 votes -
Include Notes and Activities in Search Function
It would be great if we could search for a contact using a keyword that we know has been typed in the notes section of the contact.
26 votes -
Combine Contact Spouses on Mailing Labels with One Last Name
When doing labels print only the last name of the couple once unless one of the parties has different last name. Example Joe and Jane Smith not Joe Smith and Jane Smith
19 votes -
Add Wedding Anniversary Field to Contact Records
Another opportunity to stay in touch with clients by celebrating wedding anniversary with email/text/call
10 votes
- Don't see your idea?