49 results found
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Reset Task List for Opportunity Fall-Through
We need to be able to reset a Task List when an opportunity falls through and then goes back under contract. Every Task has to be manually reset right now.
4 votes -
Export Tasks to CSV
Since I can't always be at the computer or online, I like to keep a hard copy of tasks with me at all times. When I review it in the morning (on my commute) it helps me prepare for my day!
8 votes -
Add Contact Tags Column to Tasks Table
While in my Tasks page, I would like to see the Tags as an option to add in the columns. This way I have a better idea of, and can see at a glance, who the contact is, or if there are many tasks for the same group of people.
5 votes -
Edit Task Notes after Completion
On occasion I enter a note and forget to include some additional details or a client returns my call immediately. Or I enter a tast on a wrong client. I then need to add another tast/action into command which adds a second entry for the day. If there was a way to edit the interaction whether it be a call, meeting, email or text task. That would be great.
3 votes -
Sticky Filters in Tasks after Opening/Editing Task
There needs to be a way to walk through tasks, such as past-due phone calls, without having to re-select the tasks icon and re-entering the filters. Currently when in a contact all you can do is return to the contact. The back arrow returns to tasks but the filters are missing.
4 votes -
Add "Texted" to Call Interaction Outcomes in Complete Task Modal
When prospect does not answer, I usually send a text instead of a voicemail. I bet a lot of other agents do as well.
2 votes -
Bulk Actions (Complete, Delete, Add Assignee, Add Note, etc.)
When you have several contacts that come up for the same task, like "send an email" it would be great to select them all from the Task Bar and Bulk Send the Email.
11 votes -
Task Due Dates Based on Opportunity Dates
I am a TC for our team and we are trying to switch over to Command from Brivity but I would need the ability to create smart plans to take us from contract to close or outline the steps of preparing a house for sale and going live on the market. With Brivity, I have the ability to set up custom tasks based on time frames. For example... We get a property under contract today. I enter all of the contract info and dates. We have a 7 day inspection period. The system keeps that date and notifies me of…
7 votes -
Use Custom Field Dates as Task Due Date Triggers
Looking for added function: Mark a checkbox with a custom field to create a task with a trigger date of X days before.
Use case: Agent (75+ deals per year) using custom important dates to send out personalized handwritten cards as the entirety of their 33 touch program. RealtyJuggler currently prompts on these custom dates a few days in advance to remind to create and send the cards.
Dates used:
Home Anniversary
Wedding Anniversary
Spouse Birthdays
Kids Birthdays
1st Day of School
Holidays
9 votes
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