73 results found
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Add Exclude as an option when using filters to search contacts.
Please add include or exclude when using the filters to search contact. i.e. Search for contacts that have a tag (include) but exclude the ones that have another specific tag
1 vote -
Add an "is null" criteria to searches
It would be great to be able to filter contacts by who we DO NOT have a birthday, or email address, or mailing address, etc. for, instead of having to scroll through to find who's missing information. Thanks!
2 votes -
Don't like the new update for Notes
this morning when I went into my database and opened up a client, the notes have been consolidated into one note in a much smaller font, making notes very difficult to read. As of yesterday, whenever I put in a note, it was separated by a date in a larger font. What changed overnight?
3 votesWe have updated the look of the Notes tab in Contacts to show Notes in separate cards, separated by date. If you continue to have issues with the size of font, please let us know!
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Ability to filter for contacts that are not yet tagged
We have noticed that if you have tagged contacts and non-tagged contacts in a database (especially when you have a lot of contacts), it can be very hard to find the contacts that are not tagged. There is no way to identify them so that you can segment those contacts later down the road. It would be ideal to be able to identify any contacts that are not tagged.
1 voteYou can use the "Is Empty" string in Advanced filters to find Contacts that do not have any tags applied:
https://answers.kw.com/hc/en-us/articles/15099687485715-Contacts-Filters-List-and-Advanced-Filter-Options
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View set up in contacts reverts to original after custom change
Is there a way to make sure the contact list doesn't go back to page 1 when you return to the list? For example, if I'm on the list on page 10 making calls and hit the arrow to go back to the list - it starts me back at page 1 again. It also reverts back to only displaying 25 at a time if I change the view to be 100.
It's probably a simple fix - I just need to know it. It's very frustrating to have to reset the view every time I use this.
*This…
1 voteThis has been released in Command Contacts! If you open a Contact after going to a page other than Page 1, when hitting "Back to Contacts," it will go back to the page you were on.
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1 vote
When adding an address to a Contact, you can choose "Add New" and enter a manual address. :)
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Filter Contacts with "No Home Address."
This is useful because I want to add my current home owner contacts in my database to a Monthly Market Report email blast that tells them their ongoing estimated home value which requires a home address. There's some contacts in my database that are home owners, but I don't have their home address. Agents will benefit from this function because they can reach out to their contacts without home addresses as a touch point (conversation) to get an updated home address for their contact. Also, they can add them to a monthly market report that tells their home owner contacts…
1 vote -
Adding more fields for important dates in the contacts tab
I'd love to see if there could be a custom field that we could add more important dates to the contact, such as: child's bday, wedding anniversary, etc. to celebrate our clients and for the ability for it to be exported
1 voteYou can add Custom Fields to Contacts that are dates! Check out our answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/27377858519059-Create-and-Edit-Custom-Fields-for-Contacts
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Advanced Filters in Contacts
Separate the primary address field into categories for House #, Street, City, State so that we can find only the in-state or out of state contacts by using thet state codes. Currently if we search by ME, we also get properties that have an "me" in the road name or city....
2 votesYou can now use Advanced Filters for Address in Contacts! Check out our answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/15099687485715-Contacts-Filters-List-and-Advanced-Filter-Options
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Change Date of Activity
You can currently only use the current date when creating a note in the contact timeline. If the note is applicable to a prior date the current date is not representative of that occurrence.
1 voteYou may today or a past date for activities.
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Keeping track of who you contacted per day
Having the ability to see how many texts, emails, calls you made in a day will help make this more efficient instead of manually keeping track of our numbers.
1 voteWe now have an Activity Tracker for Solo Agents! Check out our answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/4552337765395-Submit-Daily-Activities-Using-the-Activity-Tracker-Solo-Agents
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Add Canadian Provinces to the manual address entry in Command
Currently, we cannot manually add a Canadian address to a contact in Command. It forces you to select a state.
2 votesWe have added in Provinces to manual address entry for Contacts! Choose Canada as the Country and the list will populate Province names!
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EMAIL FROM COMMAND
I agree with the autor above. We should be able to email form Command and Command MC. This should be a simple add on feature for the agents.
1 voteYou can now email your Contacts directly from Command! Read more here:
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1 vote
You can now select a country for Contacts in different countries!!
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Email Directly From Command
The ability to send email communications from Command
7 votes -
Task- I wish there was an option for a quarterly repeating task
It would be in the drop down menu when a task is scheduled.
1 voteWe are excited to announce that this is live! Check out step 11 of this answers article to see how.
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Send social media ads directly to our clients social media feed (Facebook, etc.)
I have added my contacts social media profile information into command. I would like to be able to create a social media ad/post that would land in my contacts social media feed. This would add another touch to our contacts in a very efficient way.
2 votesYou can now select to target your database when using our new Paid Ads experience! Check out our answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/19230607335315-Create-a-Facebook-Instagram-Traffic-Ad-Attract-Buyers-or-Sellers-Single-Image-or-Video#:~:text=Target%20My%20Database%20(Optional,work%20for%20that%20contact.
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Have new contacts automatically added to command!
When you meet a potential client and exchange numbers, their contact info will be added to command automatically. If their email is typed in the conversation, it will request to add that email to command.
1 voteYou can use Contact Import in the Command App to import your phone contacts! Check our our answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/15368553304211-Import-Phone-Contacts-into-Command-Using-the-Command-App
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Ability to filter contacts by birthday month
Under the Birthday filter, the ability to filter all contacts' birthdays by their birth month would be convenient for planning monthly mailing lists.
1 voteThis is now available via Advanced Filters in Contacts! Check out our answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/15099687485715-Contacts-Filters-List-and-Advanced-Filter-Options
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Smart view: Suggested contact merge
Why not have a smart view plan of suggested merges of contacts? When you have thousands of contacts its a time waster to sort manually through all those contacts looking for duplicates.
1 voteYou can use the database cleanup tool in Settings to see Contact recommended for merge. Check out our Answers article to learn more:
https://answers.kw.com/hc/en-us/articles/17122629213459-Identify-and-Merge-Duplicate-Contacts-in-Command
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