240 results found
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Make Command display the notes in list format too, not just as a paragraph.
Make Command display the notes in list format too, not just as a paragraph.
2 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.
2 votes -
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 -
Be able to search, sort and create a smartview by custom fields.
Be able to search, sort, and create a smartview by custom fields.
2 votes -
AI Chatbot
Brivity has a nuture followup functionality. Agents are expecting to have something like this in Command.
2 votes -
Database cleanup, moving to Command
Agents with individual teammates that want to share their contacts on import to Command.
2 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
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