785 results found
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Have a husband/wife option along with spouse
We have a few people in our database that their names are gender fluid. I would like to qualify them as husband or wife in the relationship so that we don't have any embarrassing mistakes when trying to connect down the road
1 vote -
Customize Default Rainmaker on Team Sites
Under the Organization Site in the Agent or Rainmaker section on Team Sites, I would love to see where you can add either multiple IDs or leave it blank. Agents that are husband/wife teams or 2 solo agents but combined as a team want to have a Team Website but for the Rainmaker contact information have it set to where it shows both agents name instead of just one or the other and there is currently no option to do that.
I suggest having the capability to leaving the Agent or Rainmaker IDs blank and being able to add your…
34 votes -
Add a filter to list Opportunities of Assigned agents that left a team
In the new All Opportunities tab, we lost the ability to filter Opps for agents that left the team. It would be essential to have a filter that would display those Opportunities as well as the assigned agents who left the team.
10 votes -
Show in a single saved search multiple cities.
Show in a single saved search multiple cities.
8 votes -
Bulk Archive Tasks on each contact card
I would love to be able to archive all the tasks on a list in each individual contact card. This would eliminate the multi-step process of backing out and filtering the tasks on the main task list. Once I open a card, and click on the task tab, I now have to inidvidually archive missed tasks that I need archived. Just adding a check box and bulk archive feature would save a lot of time. Thanks.
1 vote -
Add a indicator that an email was opened in the contact view
Please add an indicator that an email was opened in the timeline section of the contact page. this would be much more efficient than having to go to the email section of the reports page and having to search each individual contact in the list.
1 vote -
Export Opportunities into .CSV File
Agents should have the option to 'Export' a list of their Opportunities into a .csv file. The file would include all dates, property address, client names & other details in separate columns.
16 votes -
email lists
Can we update the way we scour through the email lists? Having to load 100 at a time, then have to wait for next 100 and have to return to the top each and every time to do anything is a waste of time.
19 votes -
Limit team member access to ensure they cannot alter the opportunity pipeline stages or checklists.
At the moment, team members regardless of permission level can make edits to team stages and checklists. This access should be limited to certain permission levels.
3 votes -
Delete Documents in Opportunities
If you accidentally upload a document to a placeholder that is conditionally required or optional there is no way to delete the uploaded document (this goes for required placeholders too, but a document should be uploaded there regardless.) If that placeholder is not needed for that opportunity the document is stuck there forever. Updating the document does no good if that placeholder isn't needed for that file.
36 votes -
address
An option to easily change the primary address. Either by a radio dial selection or grab and drop to change the order.
1 vote -
Smartplans to come from the author of the smartplan
We should have the ability to have a smartplans come from the author of the smartplan vs. the assignee or rainmaker. This would be helpful when the TC or Admin on a team is sending the emails or texts. Once an opportunity is created for someone, there are usually more than 1 person on a team in communication with the client/contact.
1 vote -
Seller reports
Have the ability to send ad results from the ads we run on sellers houses to the seller.
1 vote -
Show Email Open as Contact Timeline Activity
I send out email campaigns regularly through KW command to my sphere of influence. When I go into a profile to see activity on their timeline, it shows that the email was sent, but doesn't show if it was opened or not.
Is there a way to add their activity on the recent campaign, for example, whether they opened, clicked, etc...?
22 votes -
Ability to attach a VCF contact card to twilio message in Command
Having the ability to attach my VCF contact card to twilio messages would save time and help to cement the relationship with leads or new clients.
2 votes -
Have separate fields for First name, Middle name, and Last Name
Have separate fields for First name, Middle name, and Last Name. We have some couples that only have 1 email address or no email and only an address. We would like to put John & Jane in the first name field, then Doe in the Last name field. As it sits right now for those that we have both names in it will only put the first (John) in an email sent... not John & Jane. So it'd make it nicer and more clean to have them in separate fields.
5 votes -
Emails with Contacts Automatically Create a Note in Command
I find myself cut and pasting my email interactions into notes all of the time. Emails with contact should automatically create a Note in command. It will easily show you the last time you connected and give you a clearer picture of your history with the contact/client. Contactually had this feature, and it's a no brainer.
1 vote -
Allow Team Admins to View All Opportunities
Hello! We are a growing team and we have run into the issue of our DOO not being able to see all of the Team's opportunities; only the rainmaker can. The only way for them to see the opportunities is if they are assigned to him which seems a bit of a hassle. We don't want to add him as another Rainmaker in Command Teams as that would mess up our reporting.
So, can we have a function where the team DOO or admin has the ability to see all of the team's opportunities? Or, throw this permission into the…
35 votes -
Add Stage and Checklist Templates Library for Opportunities
It'd be beneficial if we could share/use opportunity templates (Stages and Checklist) from other agents that would like to share what they use, just like in the smartplans section.
27 votes -
Customize the 'Meet the Team' section with your team members' information.
We are trying to see if we can get bios for each team member to display in the Meet the Team section of the Agent Site. Is this at all possible?
We know you can add the bios to the Marketing Profile, but we want them displayed in the Meet the Team section of the site if it's a possibility.
2 votes
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