833 results found
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Api nation google integration allows for more than just primary phone and email
, while we do have support for multiple emails/phones in contacts within Command, API Nation says they be able to sync to the primary fields for emails and phone numbers.
KW Command currently allows for syncing information to the Primary Email and Primary Phone fields only.
2 votes -
Make it possible to filter contacts by parts of the address. city, zip, state, etc.
current 'advanced' search only allows granularity to the primary address field. First, that the address is treated as sometimes one field, sometimes 5 is confusing from the get go, but if we're exporting Address, City, State, Country, and ZIP, why can't we filter to that level of granularity. While I'm there, why is it that if I want to fix the state portion of the address I have to first delete the entire address entry from the contact and re-enter the whole thing?
Can you expose a query interface please?
1 vote -
Sort Contacts by Last Personal Contact
I’d like to pull my contacts list sorted by least recently contacted. But I want this to be by personal contacts/reachouts (texts or calling) but not marketing emails. So if I sent a marketing email last Thursday and I sort my contacts by last contacted, everyone shows last Thursday since I sent a marketing email. But I just wanted it to show when I personally contacted them. The reason this would be helpful is I can easily pull my list of contacts based on those who I haven’t made a personal connection recently and then prioritize who to reach out…
4 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.
10 votes -
mark several tasks completed
When looking at the Tasks page, have the ability to mark several tasks completed like we do with Reschedule, Reassign, Change Priority, Archive.
1 vote -
notes
Currently, notes can be added to an opportunity, but not during the initial creation process. It would be beneficial to have the ability to add a note at the time of setup. This would allow for quick reference when managing multiple opportunities, providing an additional way to mentally keep them organized beyond an opportunity tag.
1 vote -
Add Assignee Field to Export file
Please add "Assignee" as a column in the Export file. Within the export file, team managers need to know which team member is assigned to a specific contact. Currently, you have to first filter by assignee and then export, which means separate exports for each team member. It'd be more efficient to export all contacts, clean up the file and then sort by an Assignee column. So many other fields are included in Export, why not Assignee?
1 vote -
Tasks - sort by name
In the tasks page, allow the name column to be sorted. That way, I can see if a contact has more than one task.
2 votes -
Saved Search Sharing to Contacts
For contacts with relationships (spouses, parents, children, etc.) there should be a way to share the saved search created for one contact, to the other.
2 votes -
How to filter out HOPA
I would like to submit a feature request for HOPA verified neighborhoods in order to better and more efficiently service my clients. Due to the lack there of, my clients are spending time looking through and saving properties that they do not qualify for. Please consider adding this feature as soon as possible under property descriptions so that we may direct our clients accordingly.
2 votes -
Option to Receive Copies of Sent Smartplan Emails with Personalized Details
When using custom Smartplans like birthday greetings, there’s currently no way to receive a copy of the exact email sent to contacts. While creating a test contact provides a preview, it doesn’t show the personalized details (e.g., the recipient’s name or merge tag content).
Request:
Please add an option to automatically send a copy of each Smartplan email to the user or a designated email address.Desired Outcome:
This feature would allow users to:Verify that personalized details are accurate.
Keep a record of sent communications for reference.1 vote -
KW Command should be optimized to be used on a tablet or mobile device.
KW Agents should have full use of their command dashboard on a mobile web version. When using a tablet, we should be able to use the full capability of Command. Example: when working on an opportunity and adding documents, before submitting to compliance, there is an ability to remove or edit uploaded documents if you are on a laptop or a desktop. The command prompt and dropdown menu are there on a mobile device, but it does not respond to a tablet or phone. This feature should work no matter what type of device you are using. I understand that…
22 votes -
Need to improve the search parameters for duplicate contacts merging
I find it incredible that it took command approx 4 Years before it added a merge feature within our contacts database. Even though KW states "Your database is your business. " What's very disappointing in using the Search for Duplicates feature is that it is very obvious little thought went into the design of the search parameters. I searched my Database for possible duplicates and came up with 611 "possible duplicates" Anyone that had the same work phone # was considered a possible duplicate. How is it possible the search parameters did not so much as consider at least 2…
1 vote -
import contacts create opportunity
When importing a list of contacts it would be great if we could have an opportunity automatically be created at the same time similar to how Command MC allows us to add to recruit pipeline.
1 vote -
Allow more than two decimal places for recurring deductions.
One of our Listing Services is FMLS. There is a per Transaction fee of .0012%. We cannot enter that because Command currently does not allow this.
This would certainly be a help to Agents, MCAs, TCs & more (with less errors & duplication of work!)
2 votes -
Add Non-KW Agents to Referral Network
The Referrals Portal would be more valuable if:
- The contact information went directly to the CRM portion of Command with the opportunity to apply SmartPlans, tags to keep in touch as well as areas served.
- Both KW and out-of-brokerage agents could be added.
- Once the referral is accepted, an Opportunity is created.
6 votes -
6 votes
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Add SmartPlan Steps: Add Tags, Remove Tags
Create a SP step that either adds or removes a tag once the step has processed
7 votes -
Add Non-KW Listings to Paid Ads to Attact Leads
Could we have the opportunity to add non-KW listings to an advertisement to highlight them as paid ads to attract leads?
For example, highlighting all recently price-dropped properties to attract buyer leads?
1 vote -
5 votes
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