188 results found
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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 -
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 -
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 -
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 -
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 -
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 -
Agent Should Own Contacts they Enter in Team Database
If an agent on a team creates a contact on their personal side, and then immediately pushes it over to the team side, it keeps them as the owner of the contact. So in the case of them leaving the team, they can easily recover these people. However, if they happen to manually create the contact while under the team side in the first place, it makes the team the owner of the contact, making it very difficult for them to recover the contact.
This makes it very difficult to differentiate contacts that the agent enters themselves, which should belong…
1 vote -
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 -
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!
17 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 -
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.
5 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.
9 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.
23 votes -
Add Wedding Anniversary Field to Contact Records
Another opportunity to stay in touch with clients by celebrating wedding anniversary with email/text/call
7 votes -
Add Photo to Contact Records
Just like we save the person's photo in our Phone contacts, please can we have an option to save a photo of our customers in Command.
It would help the many people who are visual learners and great for recognizing faces before names.
8 votes -
Select All Contacts
Add the ability to select more than 500 contacts up to the entire database. Currently we can only work with up to 500 contacts at a time. If we are selecting contacts for a mailing label export, 3500 contacts would require exporting them 7 times.
16 votes -
Allow Spouse Contacts to Share Email
Command Contacts should allow us to use the same email address for more than one client. We have several clients who are couples that share the same email address.
7 votes
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