207 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.
7 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 -
Show Emails Sent to Contacts in Timeline (from All Team Members)
see request (902925)
10 votes -
APO/FPO/DPO Mailing Address for Military clients
For those of us that truly specialize in Military clients, some of them periodically PCS oversees and only have an APO/FPO/DPO address. We would like to keep in touch with them. It is a completely diff format. We had someone ask for this previously and a KW Product Specialist closed the voting and made a comment "You can now type in an address and choose "Add New" to select the Country that your Contact is in!"
Just to be clear to our computer programmers and "Product Specialists", APO addresses need more than "you can add their country" because there is…
4 votes -
Add Activity Type Column for Contacts Table View
I sort my Contacts list by Last Contacted. I would like to see a column next to that HOW I contacted them. Was the activity a text, call, mail, etc? If I could see that in one glance, it would be very helpful!
9 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 -
Created date in the contact profile
When you open up a contact's profile page, I'd like to see the created date on the left side, under the lead source line. As of now, if I want to see how long I've known someone, I have to take extra steps to search for them in the main page to see the date in the list.
1 vote -
2 votes
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kanban view
having a kanban visualization model, thus being able to visually identify which phase of the funnel the customer is actually in, this way we will be able to monitor the customer with greater precision.
1 vote -
create forms to introduce automatic lead in command
Every CRM I know has a form creation function, whoever responds to this form is automatically entered into the command, avoiding manual work for this purpose.
1 vote -
Link MLS with Command Contacts to show any listings matching the Contact's addresses
Link MLS to Command Contacts so when a property is listed on MLS that matches the Contact in Command, it is shown as an Active, Coming Soon, Expired, Cancelled, or Withdrawn listing. The KW agent should be able to add a widget on to the Home screen so we can see at a glance the listings that have been recently changed that are matching addresses in our contacts. We should be able to remove the listing if we see that the listing is not actually the same as the address on the contact. We should be able to filter and…
1 vote -
Printing existing tags
I would love to be able to print a list of existing tags to use when adding new contacts or cleaning up my database
2 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.
2 votes -
Allow social media links to be visible as columns
Today, we do not have the ability to display social media links as columns in our contacts applet. In a social media (SM) connected world, SM is sometimes the primary form of communication and therefore should be easily available for us to navigate to when making touchpoints on our leads.
1 vote -
spouse
Add spouse name to top of contact record so both names are easily visible.
3 votes -
Bulk Un-Archive
Bulk UN Archive. You can archive an ENTIRE Database. You can ONLY unArchive 50 at a time
3 votes -
Allow File Upload to Contact Records
Adding the ability to upload a file along with the description through "Notes" on each Contact Profile.
23 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.
4 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 -
Birthdays on Imported Contacts
When importing contacts from your database, the birthday field updates to a date that is a month later than the actual birthday if you already have birthdates in the contact cards being uploaded.
1 vote
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