829 results found
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Copy and Paste/Duplicate a Step in SmartPlans
It would be nice to be able to copy and paste or duplicate an edited Step to use on a different Day. There are many instances where I might do the same task weekly, but don't want to do a repeating SmartPlan because I'll also have text and email Steps that shouldn't repeat. This would allow an easy way to make SmartPlans instead of having to recreate every duplicate Step, especially if it's information heavy. Otherwise, I'm left having to copy sections from one Step, going to edit the new Step to paste the information, then having to save and…
1 vote -
Emails sent from desktop or other device be logged into Command in the contacts Timeline
It helps us stay on top of our contacts and quickly see what we last talked about. We shouldn't have to pay for another service if we already are paying for KW Command as a CRM.
1 vote -
When Exporting Mailing Labels, Only Export Selected Relationships for Contact(s)
example: select contact A and B who are linked as spouses with same address and export them. on the export sheet you get the contacts selected and any other contacts that are linked as relationship to contact A or B who have an address. So the user is trying to just get labels for their couples, but then any sons, fathers, cousins, etc of those contacts are exported as well if they have an address. it is exported as a separate label, but it is confusing to agents as they didnt want those people exported. it would make more sense…
16 votes -
duplicate team tags in agent tags
Allow an agent to import team tags instead of having to create the same tag in the agent account.
3 votes -
3 votes
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Have IA create tags from communication history
When we enter a new conversation history, if IA could create tags from what we enter.
1 vote -
kw website Edit Header Tags to include google analytics user id code
We currently have the ability to enter our google analytics tag and track website information using the google anayltics app. In order to track user id information from the google analytics tag, we need the ability to edit the header tag on each page. We can currently only do that if we are building a custom page but not on any other existing pages like the homepage.
Collecting this information would be very helpful. An example of what we would need to edit:
gtag('config', 'TAGID', {
'userid': 'USER_ID'
});7 votes -
Custom Merge Tags for SmartPlans
Would love the option and ability to create/name custom merge tags within smartplans. That way we can build out text messages and emails that auto-populate that aren't restricted to names and phone numbers. Fields for "lender name" or event "escrow officer" would be good to have on hand during live transactions. This is a feature I have seen executed within other CRMs and I think it would be a good asset to have within Command for agents.
19 votes -
Prioritize Address in Contact Entry Modal
Please move where we add the address in the contact up with the email and phone number. Our MC has less than 20% of its contacts with addresses because they will not hit the additional info button.
21 votes -
Leadership Role Specific KW Emails
There needs to be a review on KWRI allowing leadership role specific emails to be created for the market center. Not just the MCA or front desk. There needs to be one for MCTT's, PC's, TL's, ATL's, Compliance, etc. This will relieve headaches of when people leave the role. I don't understand why this isn't a thing now. Please change this so that the Market center owns these emails and all communication within these emails so when the roles are filled with someone new, they can pick up where things left off for that role. Thank you.
1 vote -
scrolling through tags it start over at the beginning instead of just going to next page
When I want to enter a tag I have to start at the beginning of my tag list and scroll through all tags and at the end of each page I then have to start at beginning and then get to the next set and so on for each page. When I type a tag should it not just go to that tag? Or like type in R and go to the R's to start searching?
2 votes -
Custom Colors for Tags created in Paid Ad Campaigns Program
When running a new Paid Ad Program, we can create a custom tag for the leads. However, we are unable to choose the color for this custom tag. It will reduce steps and friction if we could choose the custom tag color like we can elsewhere in Command. Going back to settings then navigating to the Edit Tags section is a lot of extra clicks.
10 votes -
2 votes
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Add Contact City Name to Merge Fields pick list in Designs
For customization in emailed designs, the property address TOWN would be a real useful field as a merge item. I assume it would be |ContactCity| or something to that point.
Should be easy to add to the pick list, as well.
It would facilitate emails like "Hello |ContactFirstName|, here's the latest real estate newsletter for |ContactCity| :"
2 votes -
2 votes
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MFA
Shortly after the security breach it seems recaptcha v2 was deployed. I believe v3 would be a much more user friendly and more secure method to confirm a user is not a bot.
Also, I just received probably the most jenky MFA I've ever seen in which the system challenged me for a code it had emails to my recovery email. In this day and age of authenticator apps and tokens I would much prefer something that was actually secure rather than relying on SMTP and the delay of emails. The other suggestion was to text the code, which I…
1 vote -
6 votes
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2 votes
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Highlight non-compliant files in "All opportunities" view
When looking at the "All Opportunities" view it would be helpful if non-compliant opportunities could be highlighted so we can quickly and easily see which files need attention.
2 votes -
Allow Editing for All Activity Types in Contact Timeline
I LOVE Command and it doesn't autosave or allow editing for ALL activities. It only allows editing on notes. Also I will be typing and sometimes Command will reload or delete the note. If it were to autosave and allow us to get back and edit in ALL activities that'd be amazing and we'd never lose notes. Would you be opposed to making this idea a reality?
13 votes
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