209 results found
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3 votes
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In filters, date created = .
You currently have a filter for date created, but I can only search greater than or less than. I would like to search dated created =. This would allow me to search by year or possibly month and year.
2 votes -
Inbox/Outbox for Emails & Text Sent From Contacts Applet
When you send an email (designs coming soon) or text message to many contacts from the Contacts applet using the "Actions" dropdown, it can be difficult to recall a text message you sent and the list of agents you sent to. Or what particular email you sent and to what list of contacts. I understand that you can see this from the contact record 1 by 1. However, a consolidated view of these sent messages and stats for the emails would be a game changer. Also, when someone replies to one of these messages (or another Command email sent from…
1 vote -
Limit contact visibility on enhanced permissions
An agent wants to create a smartplan on a team account, and will need enhanced/unlimited permissions, but that will also let the agent see all the team owned contacts
Agent reporting the feedback wants to be able to limit the agent that have enhanced/unlimited permissions to not being able to see all the team owned contacts but still being able to create smartplans
2 votes -
Enhanced Sorting Functionality in Customized Columns on Contacts
I wanted to share some feedback regarding the sorting functionality in Contacts, specifically related to customized columns.
In our workflow, we use a custom field to track some particular data for our contacts. However, I noticed that custom fields do not support sorting as we add them into the customize columns, unlike the built-in columns like "last contacted", "primary email/phone", which automatically allow sorting by clicking on the column header. I experimented with various custom field types (Text Field, Date, Number, etc.), but none enabled sorting.
Implementing a sorting feature for custom fields, particularly for date-related entries, would streamline data…
1 vote -
Reverse bulk tag removal in contacts
Adding a button to ''undo'' bulk tag removal
2 votes -
Allow for Extensions in Phone Number Field(s)
Maybe this is there somewhere and I missed it, but I'm entering a new contact in Command and trying to put in the person's extension at their work phone number and don't see where to do this.
4 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.
1 vote -
identify lead sources that are non-KW sources automatically. For example: IDX broker, Homes.com, Zillow. Land.com
identify lead sources that are non-KW sources automatically. For example: IDX broker, Homes.com, Zillow. Land.com
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!
16 votes -
text
Text messages connect to existing contacts no matter if they are in a team or agent account and regardless of how long ago they were last texted.
1 vote -
Allow breaking spaces in all fields of the contact card (Description, Timeline [types], etc) like you can in notes.
Allow breaking spaces in all fields of the contact card (Description, Timeline [types], etc) like you can in notes. Like this one:
See how nice it is to be able to separate one idea...
From another?
With the vast amount of data and detail we collect/search through, being able to 'chunk' the data via a simple break space helps tremendously when quickly scanning for that important deet. "Was it purple or fuscia carpet they absolutely had to have?" When sifting through mountains of data, this can be cumbersome when globbed together in one gigantic run-on paragraph.
Carpet needs to be…
2 votes -
Saved Search Choices Remain Sticky after Selection
when creating a saved search for a contact, would be handy if there was a way to change the default settings. like on the options for property type - default is all 10 types, I would like to be able to change that so I dont have to uncheck 9 types every time.
5 votes -
Select Multiple Contacts with Shift Key
Before this sometimes worked, now it doesn't even work. If I have to select a group of contacts, it is easier with Shift Click, it is something basic that any CRM should have.
2 votes -
Possible Duplicate (in Archived) Notification when Creating Contact
if i go to add a contact who has already been archived i would like to push a button and have them un-archived currently you have to log out and go into archived contacts and find the contact and restore them. too much time
4 votes -
Social Media Private Messaging Integration to Contact Timeline
would be nice if the activity with clients thru social media direct messaging was connected like gmail so it would show up as an activity on the client contact.
3 votes -
Ability to Drag Contact to Open New Tab
We used to able to grab a contact and drag them to another tab. This made it easy to work from a main contact dashboard and with the individual contact. Now it requires going back and forth and beginning at the beginning of the list. Please let us drag again.
3 votes -
Allow Multiple Assignees for Contacts
We can't assign multiple agents to the same contact. This is a problem for teams who have buyers agents and listing agents who have clients that selling and buying. If the contact is assigned to the listing agent and the buyers agent is a collaborator, the buyers agent can create an opportunity for the contact but they are not assigned the opportunity therefore they cannot see that the opportunity exists or access it unless the rainmaker or assignee assigns them to opportunity
2 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.
1 vote -
Bulk Action: Create Tasks
Add same taks to multiple contacts at once
7 votes
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