30 results found
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Allow Duplicate Contacts in Team Database
For larger teams, we run into a lot of cases where a member of the team adds someone to their contacts, only to see the contact already exists in the team database. Our current workaround is telling the second agent to add the contact to their personal database, but then they can not leverage the team's SmartPlans, create team opportunities, the contact is not visible to the team, etc. We would love to have our agents operate solely out of their team account, but this snag makes it nearly impossible.
It would be nice if you could toggle a setting…
20 votes -
Enable Messages for Google on Android for KW email accounts
Enable Messages for Google on Android for KW email accounts
6 votes -
add a dialer to Command
add a dialer to Command
10 votes -
Adding Interactions: Outcome Details
In Associates Command, adding an Interaction Activity: no can select an outcome compared to CommandMC = you can select the outcome: answered, no answer, left voicemail, etc. Support said this feature is not available in associates Command, only for CommandMC : However, in the standard Command platform used by associates, these specific interaction outcome options are not available. The functionality in CommandMC is tailored for Market Center leadership to manage and track interactions more comprehensively, which may not be mirrored in the associate-facing Command platform.
*We'd love that for our associates who have ISA's and want to leave better details…
3 votes -
skip trace
Have KW Contacts integrate with a skip tracing service to update information fields. Make it optional (like merging duplicates) in case we need to keep the information we have for smart plans.
2 votes -
2 votes
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neighborhood
Frequently, when I search for properties, specific neighborhoods are not available as selectable options. A prime example is the community of "Westlake" in the Loxahatchee area. While the surrounding areas are visible, Westlake itself is missing. This happens with many other neighborhoods as well.
This problem also carries over to the Design Center, as these same communities are often unavailable when I try to create a "Neighborhood Snap."
Having complete and accurate neighborhood data is critical. Could you please look into why these areas are not in your system and let me know if there are plans to update the…2 votes -
Editing a Contact
It is currently a little cumbersome to have go into the edit penicil to make changes to a contact. For instance a quick tag to add, or a client has a number listed from an import, but I have to go into the edit menu to move that number to their main number. It would be nice if we could just click and edit right from the contact and not have to open the edit screen.
3 votes -
using arrows to go to next contact
When using the arrows for the next or previous contact the info on the right side (notes, smart plans etc) does not refresh!
2 votes -
Merge option when matching phone numbers are found
When I add a contact and the primary phone number is found in my data base a pop up should ask if I'd like to merge the contacts. Right now I have to cut and paste info back and forth then delete one
2 votes -
Customize columns to add neighborhoods
When you customize columns in Contacts, it would be great to add the Neighborhood option to be able to see that on a larger scale. You can create a SmartView showing who has a neighborhood, but you have to click into each name to see which neighborhood they have.
2 votes -
Built In Dialer
Integrated Dialing System for KW Command
I want to suggest the development of an integrated dialing system within KW Command, designed to streamline call workflows, enhance lead follow-up, and improve overall agent productivity. Here’s how it could function:
Key Features:
Integrated Dialer with List Management
- Dial contacts directly within Command using a built-in system.
- Create and call through lists based on tags, lead sources, or advanced filters (e.g., “Past Clients,” “Sphere of Influence,” or “Haven’t Been Called in 30 Days”).Post-Call Organization & Activity Logging
- After each call attempt, prompt the user to log notes and select…2 votes -
Add multiple relationships
Allow the ability to add more than one relationship connection. For example an entire family buying together.
4 votes -
Link All Contacts in a Household or With A Common Address
We need the ability to link multiple contacts living in a single household with the same address.
There should be system logic to identify and suggest household members based upon a common address in command. There should also be the ability to manually link household contacts if we do not yet have their address.
This would be different from the relationships feature since related contacts may or may not all live together.
10 votes -
Expanded Relationship Options
Expand the options for Relationships. Some key relationships are missing in the drop down. It would be beneficial for Command users to be able to note Relationships such as : FRIEND, ROOMMATE, CO-WORKER.
4 votes -
Legal Name and Contact General Name
Use legal name field for contact for dotloop integration and docusign instead of the general name field. The general contact name field at this time has to be the clients "legal name" in order for it to carry over as the signatory name but is too formal in most cases when using smart plans or campaigns.
John Doe - Contact name (becomes signatory name for documents)
Jonathan Doe - Legal name (does nothing) - so Jonathan Doe needs to be the contact name - but then sounds too formal in smart plans and campaigns etc2 votes -
3 votes
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4 votes
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3 votes
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Contacts: Open Contacts in new tab
Agents are unable to efficiently review and edit multiple contacts while navigating through the Database. The current single-window approach disrupts workflow and causes loss of context when switching between contacts.
To address this, we propose returning the Contact Name as a link feature Command previously had. Agents could open multiple contacts in separate tabs within the database view, by right-clicking on the contact name and selecting "Open Link in New Tab" button.
This allows for standard desktop browser Tab management features, such as tab closing, reordering, and grouping which all would enhance user experience and productivity.
5 votes
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