11 results found
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Please add the actual date on Birthday when it pops up for tasks
on the home page when you open command
1 vote -
Team Tasks for Assignee only on Home
It would be great if on my home screen task list, it only showed tasks assigned to me, since I'm looking to work my individual account. I have to open tasks to filter just my own tasks, which makes the tasks widget fairly pointless for team functionality.
2 votes -
Add birthday widget to dashboard
I know smart plans will bring up birthday tasks, but I'd love to see the entire month's birthdays in a widget on the homescreen dashboard.
1 vote -
Dashboard showing lead gen activities that day
Similar to buffini's "referral maker" CRM where the home screen is your activities and goals. So helpful in tracking contacts. It would be great to see a cumulative timeline of all contacts on the main Homescreen. This would allow us to see the latest interaction of all contacts.
1 voteWe now have a few solutions for this! You can track your Goals in the Dashboard, as well as track your activity using our Activity Tracker! :)
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Add a notes or Additional Information section in Activity Tracket
As of now, the activity tracker only allows you to track numbers. Our agents would like a way to track what additonal lead gen they have done. Such as post cards, mailers, pop bys, etc.
1 vote -
Change the Submit button on the activity tracker to "Learn More" or "Open Form".
The activity tracker button found on the home screen dashboard for agents on teams says "Submit". You have not filled out the info into any element so it is a little strange to see it used in this context. I have seen a few agents at my market center get confused. We should change the button text to "Learn More" or "Open Form".
1 vote -
Remember Preference to Remove Info Banner
It's great when a new feature is released in Command, but I don't need to see "Your all-new KW App is here! Follow this guide to customize and brand the app to your business" on my Command Home page every time the page refreshes. Command is a database, so it would be great if you showed the info banner until the user clicks the 'x' to remove the banner. Same thing for all the info banners like the one about the new email editor in Designs, or the one I don't see anymore about setting my goals. There's no point…
1 vote -
Add a Legend to the Database Health Comparison Section on the Home Tab
Add a Legend to the Database Health Comparison Section on the Home Tab so that we can tell who the green status relates to and who the gray status relates to.
1 vote -
Add Most Active Leads (searching homes on website) and Recently Active Leads (last 7 days) to dashboard
My other CRM - Firepoint - shows me leads/contacts currently using my website. This is the most amazing thing a crm has ever done for me. It shows me who I need to be reaching out to. Sometimes I'll see a past client/friend I haven't spoken to in awhile using my website, I'll reach out and bam! They're in the market for a home. It also allows me to rate my current prospects motivation. Prospects who are searching for homes daily are #1.
1 voteHooray! We now have a Most Active Contacts widget added to the Command Dashboard!
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Journaling
With so many Agents participating in BOLD for the first time and seeing how journaling can help a person grow, how about some updating to the Notepad on the Dashboard? An agent would be able to input their daily journaling and have it saved somewhere inside of Command.
1 voteAgents are now able to track their activity and how their day went in Command! Check out this answers.kw.com article to learn how: https://answers.kw.com/hc/en-us/articles/4552337765395-Submit-Daily-Activities-Using-the-Activity-Tracker-Solo-Agents
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Applet Status page
A page where we can see that status of applets within command as Active, Under Construction, Major Issue, or Minor Issue so agents not as well versed in Microservices can see the status during hotfixes & downtimes.
1 vote
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