778 results found
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Task List Scrolling
Is there a way to keep the task list from scrolling all the way to the top after making a date / assigned agent change?
2 votes -
3 votes
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4 votes
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Create a tagging library (similar to SMARTPlan Libary)
We have a lot of great systems we recommend for agents, and how to tag their database.
Could we expand the pre-generated system tags in Command to include things like DTD2, or status tags?
This way, when new agents join, they can automatically tag their database with the appropriate tags.
1 vote -
2 votes
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Send a Text Code for MFA
For the new Multi-Factor Authentication, instead of email, it would be great to have the option to get a code sent to your phone instead of your recovery email.
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.
21 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.
22 votes -
Twilio & SmartPlans management
When sending messages via Twilio, the agent would like to insert a letter or template, but this feature appears unavailable. Also, within the SmartPlans timeline, there is no option to delete outdated newsletters.
2 votes -
Contacts – Missing Metadata
On the right-hand side of the contact profile, the "Last Time Contacted" field appears empty. Scrolling to the bottom of the page, there is no information about how or when the lead was added—no creation or interaction dates are shown.
2 votes -
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?
3 votes -
5 votes
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View Twilio text message conversation with all previous messages in the thread
When responding to a text message using Twilio, it would be helpful to be able to see the previous messages in the thread, similar to how you respond to a traditionally text message thread on your smart phone.
Currently the window to compose a Twilio message doesn't show any of the previous text messages in the conversation. Adding the ability to view previous messages in the compose window would be helpful.
7 votes -
Handwritten Letters Campaigns
Essentially duplicate the existing direct mail campaign process, but partner with a third party company (like scribe) that would print and mail out handwritten letter using their 3d printing technology. So I could upload into Command a copy of a handwritten letter and select who I want it to be sent to, both in and outside of my database, just like how real mailers is currently set up. Then scribe would simply print the message on the selected cards, and mail them to who we have selected. This would be an incredible tool for all database touches and farming.
6 votes -
Lead Sources ring chart need to show all lead sources
The Lead Sources ring chart needs to reflect ALL leads for the time period so it matches a Contact find OR the Sources report needs to note that it's only reflecting the TOP 10 sources. It is not clear from just looking at the report right now.
3 votes -
Commission and Royalty Reports
Allow agents to view and download their full commission and royalty report from the widget that displays the totals.
12 votes -
Crear la opción de hacer carpetas en el mód
Crear la opción de hacer carpetas en el módulo de diseños, en le módulo de plantillas para correo electrónicos donde se crean las plantillas para las campañas. por ejemplo: poder crear una carpeta para 8x8 compradores, 8x8 vendedores y así sucesivamente y no tenerlas todas revueltas y en desorden.
Gracias!!2 votes -
Legal Name and Contact General Name
Use legal name field for contact for dotloop integration and docusign instead of the general name field. The general contact name field at this time has to be the clients "legal name" in order for it to carry over as the signatory name but is too formal in most cases when using smart plans or campaigns.
John Doe - Contact name (becomes signatory name for documents)
Jonathan Doe - Legal name (does nothing) - so Jonathan Doe needs to be the contact name - but then sounds too formal in smart plans and campaigns etc2 votes -
Paid ad leads crm
Be able to route leads from paid ads to another CRM
2 votes -
Not have to edit the actual email template if adjusting for specific contacts
We should be able to have email templates where we don't have to edit the whole template for each individual
1 vote
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