197 results found
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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.
9 votes -
Show Emails Sent to Contacts in Timeline (from All Team Members)
see request (902925)
13 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 -
tag search
Revert to previous searchability in Filter and Advanced Filters. Previously was able to type the search term directly and now have to click into a search field, creating additional click and time.
1 vote -
add incoming communication of any kind on the advanced filter
add incoming communication of any kind on the advanced filter. THis already exsist as a filter within the contact itself. For instance, I would like to filter out any contact that has every called, texted of emailed me in the last 6 months. this will help us determine which contacts to add smart plans to.
1 vote -
WHY ARE ADDRESSES UNDER A SEARCH!!?
Searching for an Address vs just entering one...I may not have their full address, but want to add the city they live in. Even under neighborhoods if I do that, the city isn't always there to pull from. WHY can't I add just the city and state so I know where they're from? Searching for an address is the worst...if I don't have an actual one for the contact, then I'm picking a random one from a street in their city...versus just adding the info I want which is to add city and state. That is the most inefficient system.…
1 vote -
Make it possible to filter contacts by parts of the address. city, zip, state, etc.
current 'advanced' search only allows granularity to the primary address field. First, that the address is treated as sometimes one field, sometimes 5 is confusing from the get go, but if we're exporting Address, City, State, Country, and ZIP, why can't we filter to that level of granularity. While I'm there, why is it that if I want to fix the state portion of the address I have to first delete the entire address entry from the contact and re-enter the whole thing?
Can you expose a query interface please?
1 vote -
Saved Search Sharing to Contacts
For contacts with relationships (spouses, parents, children, etc.) there should be a way to share the saved search created for one contact, to the other.
2 votes -
import contacts create opportunity
When importing a list of contacts it would be great if we could have an opportunity automatically be created at the same time similar to how Command MC allows us to add to recruit pipeline.
1 vote -
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…
9 votes -
Add Search Parameters to Contact Track Buyer Preferences at a Glance
It would be valuable to have the ability to quickly view and track what my client are looking for using specific search parameters, such as property type (single-family, condo, etc.), number of bedrooms, bathrooms, square footage, and more. This feature would allow us to easily see our clients' preferences at a glance, saving time and making it easier to match them with suitable properties.
Having this information readily available in a client’s profile would streamline the home search process and ensure that agents are always up to date on their clients' needs. It would also be great to include additional…
3 votes -
Tagging Team Members
Would love to see some additional tagging capabilities in a contact's timeline for teams. Being able to tag members of the team when looking for updates or when communicating with a team member would be a game changer for collaboration.
1 vote -
Address Field Clarification
Change address labels to be: "property" address and "mailing" address. This would be clear and consistent with the world. The curent, "home" and "add an address" - that then use "home" and "mailing" on a different screen are confusing. Let's keep it simple, keep it clearly identifiable, and keep it consistent.
Thanks.
1 vote -
filter out contacts that have a 'Do Not Contact' option selected under Additional Information
filter out contacts that have a 'Do Not Contact' option selected under Additional Information
2 votes -
3 votes
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Sort Mailing Labels Alphabetically
When generating mailing labels they should sort alphabetically and combine married couples on one label.
25 votes -
Call out of desktop and switching contacts from keyboard
Being able to connect to mobile number not facetime audio. Also changing to the next contact through the arrow keys on desktop would be fantastic.
1 vote -
spouse
Add spouse name to top of contact record so both names are easily visible.
4 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
18 votes -
Retain column width and sort when saving a smart view.
Smart views revert to narrow columns so I have to manually widen each column to see the complete data. For instance I have a smart view with birthdays and addresses for mailing birthday cards, but when I open the smart view the birthday AND address are cut off. When you save the smart view it should save the column width. Also the column sort is not retained either. It should be. There are a lot of potential case uses for this.
1 vote
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