833 results found
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Allow agent to use the same contact phone number or email address in the addtional field and primary field
Agent would like to add the same primary phone number/email to a contact in the additional field on the contact card and not get the error 'That phone number/email address already belongs to this contact.'. He'd like to have the same number or email address on the primary field as well as on the additional field
4 votes -
Assigning Other Team Members to Smart Plan
You are not allowed to assign other team members to a smart plan other than the contact assignee or rain maker. We have TC's on our team that we use the task for and it cannot directly be assigned to them. With the occurring task throughout the transaction (re assigning a contact) in the task bar everyday is not efficient.
3 votes -
Bulk Action: Change Account for teams
Right now, there is not a way to bulk action change account. Would love to see this bulk action feature added so you don't have to one by one change account or export the contacts and reimport to your personal account.
1 vote -
Face ID
Can we get Face ID/Biometric access enabled on iOS to shorten and make the login process quicker on Mobile.
1 vote -
2 votes
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2 votes
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Label export customization
I would like an easier way to customize labels on export to group families together and address them as families (IE - The Smith Family) so that I am not accidentally sending my direct mail pieces to the same members of one household
5 votes -
feature request to get the total cost spent on ads for current year easily instead of having to go through eacn month manually
I'd like a feature request to get the total cost spent on ads for current year easily instead of having to go through eacn month manually to calculate total cost
4 votes -
Make Task view default to "Past due"
When you are on Command homepage or the tasks page, it should show "Past Due" tasks by default.
1 vote -
13 votes
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Option to Unsubscribe from One, Many, or All SmartPlans
I am currently on a KWIR smart plan and I want to unsubscribe from just this one. I don't want to unsubscribe from all.
I imagine that consumers might appreciate that option as well (such as a neighbourhood drip when they move to a new neighbourhood but still stay on their current neighbourhood drip or birthday plan.) Thank you!
12 votes -
Share Paid Ad Campaign Results with Clients
When we're running a Paid Ad campaign in Command, it would be good if we could easily Share the ad results & statistics with our clients. At this time, we can only send a screenshot.
11 votes -
2 votes
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Add Search Parameters to Contact Track Buyer Preferences at a Glance
It would be valuable to have the ability to quickly view and track what my client are looking for using specific search parameters, such as property type (single-family, condo, etc.), number of bedrooms, bathrooms, square footage, and more. This feature would allow us to easily see our clients' preferences at a glance, saving time and making it easier to match them with suitable properties.
Having this information readily available in a client’s profile would streamline the home search process and ensure that agents are always up to date on their clients' needs. It would also be great to include additional…
3 votes -
Tagging Team Members
Would love to see some additional tagging capabilities in a contact's timeline for teams. Being able to tag members of the team when looking for updates or when communicating with a team member would be a game changer for collaboration.
1 vote -
Support International Phone Numbers in Commissions for Referrals
Currently, when adding an international referral in the Commissions section, the system does not allow users to input phone numbers with international country codes. It assumes all phone numbers are in a North American format, which results in errors for agents working with international referrals. This enhancement will allow users to add international phone numbers, ensuring proper data entry and improved communication with referral agents.
4 votes -
Address Field Clarification
Change address labels to be: "property" address and "mailing" address. This would be clear and consistent with the world. The curent, "home" and "add an address" - that then use "home" and "mailing" on a different screen are confusing. Let's keep it simple, keep it clearly identifiable, and keep it consistent.
Thanks.
1 vote -
In mobile command, 1) enable setting a personal default for "days back" timeline, and 2) enable at least 120 days history
In mobile command timeline, 1) enable setting a personal default other than 7 days for "days back", and 2) enable at least 120 days in the default. If we use a 90-day phone call routine and are one day late making the current call, the notes from the previous call cannot be seen on the phone. Give some grace.
3 votes -
filter out contacts that have a 'Do Not Contact' option selected under Additional Information
filter out contacts that have a 'Do Not Contact' option selected under Additional Information
2 votes -
2+ Buyers/Sellers in DocuSign
We often have scenarios in probate situations where there are 4 or 5 siblings selling their parents home. DocuSign only pushes 2 of those to the envelope and I have to add the rest.
10 votes
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