790 results found
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Add a Filter for Phone Type
At the very least the Phone Type should be allowed to filter so that we can create Text list for Mobile Phones
3 votes -
Bulk Change Ownership
Team owned contacts can not be changed quickly to a new owner instead it's a 1 by 1. This is most commonly seen when contacts are uploaded incorrectly
9 votes -
3 votes
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Having a Lost Opportunity Reflect that when in a contacts Opportunities with out having to go into the Opportunites.
Having a Lost Opportunity Reflect that when in a contacts Opportunities with out having to go into the Opportunites. Example we have a buyer who was purchasing a town home that got to the stage Contingent and Phase Under Contract. How ever it did not go through. We have tagged it as Lost Oppotunities. However if we go into the contacts Opps Tab it still shows Stage Contingent and Phase under contract. It should show there it is a lost Opportunity without having to go in Opportunity.
1 vote -
monthly neighbourhood smart plan
we need more and recent neighbourhoods uploaded into the "neighbourhoods" box so this information can correctly send out the Monthly Neighbourhood smart plan...
1 vote -
SmartViews for Tasks
Ability to create Smartviews for task list
6 votes -
copy phone
Cannot copy to paste phone numbers as you can names and emails.
1 vote -
update contact tags via CSV import
Agent would like to mass update contacts via a CSV tag import, as he considers it would be a very helpful feature to have as it would save a lot of time, different than bulk tagging from bulk action menu.
3 votes -
Merge Two Contacts Both With an App / Agent Site Connections
We need the ability to merge two contacts that both have agent site connections. If a client creates a new account on the agent site or app after they already have an existing agent site connection, it creates a duplicate contact that cannot currently be merged. We need the ability to merge these duplicate agent site connections when they occur.
3 votes -
13 votes
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Create Options to Change Subscription Preferences
Whenever a client unsubscribes from an email, they unsubscribe from "all email communication." Is there a way we can provide a way for clients to opt out of specific communication (campaign lists, smart plans, etc.) or all communication altogether or allow the person in our database to reach out to us specifically to adjust their communication preferences before deciding to unsubscribe?
I've had clients unsubscribe from newsletters, but would still like to get property notifications, or vice versa.
This could help us reduce our unsubscribe rates on email campaigns, and improve client/agent satisfaction.
1 vote -
Commission approval notification -
Can you please make it more obvious when an opportunity is approved for commission (the file is complete) maybe send a notification to the agent AND turn the file a different color or send off confetti......
1 vote -
Custom Graphic in Signature
Is there a way to add a custom graphic into our signature for automated and Bulk Action emails? Branding is a critical aspect of my business plan and not being able to do so creates less value when obtaining capitalization.
1 vote -
Once a Smart Plan concludes, can it send us a notification?
Once a Smart Plan concludes, can Command be programmed to send us a notification?
1 vote -
2 votes
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Auto run of email videos when client opens an email.
Agents would lik to have an email auto start in an email when the clinet opens it. Not have to click on a link
3 votes -
More edit abilities on the KW agent site
Agents are requesting more edit functionality as far as centering the Titles and subtitles
3 votes -
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
5 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.
4 votes -
Notes left for MCAs and compliance to or from agents
Notes left for MCAs and compliance to or from agents - place a little "Mark as Unread" - because sometimes I am communicating with an agent as an MCA and check a message sent, and find out it was meant for our compliance person. They miss it because it's no longer indicating there's a message for them.
2 votes
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