780 results found
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3 votes
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Add attempts to the daily tracker log
In the daily tracker log sheet, please add a field to enter the number of attempts. That way we can see how many communication attempts we are making each day vs. how many actual 2 way conversations are happening.
3 votes -
Filter by Name
I wish we could filter by First or Last Name: starts with, ends with, is empty. As of now the only way to accomplish something close to this is by sorting by first or last name. We are starting DTD2 with our group where we need last name letters, and our workaround for now is tagging each person with the letter of their last name to then build filters and SmartViews around those tags. This is quite the chore in a database of 17K+ contacts. And then finding those without a last name tag requires building an advanced filter SmartView…
5 votes -
2 votes
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Add a scroll bar to the Closing This Month section in the Opportunities applet
There is no scroll bar in that menu so it looks like a static chart. They should put a scroll bar so people know they can scroll for the rest.
2 votes -
event
Title: Create a TCPA-Compliant Landing Page for Event Signups
User Story:
As a real estate agent,
I want the ability to create a separate landing page for events and seminars,
So that I can manage event signups while ensuring compliance with TCPA regulations.Acceptance Criteria:
The landing page should allow users to register for events without relying on third-party platforms like Eventbrite.
It should include TCPA-compliant checkboxes for consent to contact via phone, email, and SMS.
The system should store consent records for compliance purposes.
The page should be easy to customize for different events and integrate with my CRM.…2 votes -
3 votes
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Drop Down Menu
Applicable for both Agent and MC Command home screens. Drop down menu would appear for additional tabs that exist in that option by hovering over the icons on the left side that navigate Home, Smartplans, Transaction or on the MC side Recruits, Transacts etc. This would allow you to click into the the desired tab reducing the amount of clicks and reducing the time needed for the page to load that has the tabs on it. The example I personally use this for is on the MC side for recruits. I have to click into recruits then also click into…
6 votes -
Preferred Partners
We would like in the Preferred Partners section:
• More categories to include other and Real Estate Schools.
• Ability to create our own catagory
• Ability to change the order of the partners. Currently, it is in the order entered.8 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.
3 votes -
Create a Goal Comparison that shows 2-5 Years
Goals only show the current year. It would be great if it showed annually at least 1-2 year over year comparison, but it would be nice to see a 5 year trend and have a printable option as well.
1 vote -
Directory for Agents
Have an All Associates button/page/applet: so associates can search for each other in the MC - vs. the MyKW.KW.com, which less people know and visit.
1 vote -
crime
It would be great if our websites could show stats from crimegrade.org since we aren't able to directly tell our clients if an area is "safe".
1 vote -
Sign Call
It would be amazing to have a duplicate of the Open House sign-in page that currently loads via /openhouse, but accessible through /signcall instead. This would allow us to generate a separate link for use on sign riders and signs, while still using the same form layout. The key difference would be for the source to register as “Sign Call” instead of “Open House” so we can accurately track lead origins.
1 vote -
Condominium - filter
We need to add the option to filter by condominium to the Listing search filter, many agents have many properties in their database and this will make the search easier
Our agents have many properties in their database, and it is difficult to remember the street name of all the properties. Because of this, I request a new filter category to optimize the search for these agents. Please include the search for condominium
2 votes -
SmartViews for Tasks
Ability to create Smartviews for task list
8 votes -
"Back to Contacts" Goes Back to Place in Contacts Page after Scrolling
Want to seen the one that we were looking at last. I wish it would save place in my scroll. I want it to go right back. Would use the back and forward buttons some times but not always. Match behavior from Google Contacts.
https://www.loom.com/share/7ef6c2f1d8a045009f1b42936a417395?sid=ae5efdcb-6e81-47ab-9dc2-c21bea1fe6a39 votes -
Change Opportunity Name in Command to Property Address, not the Contact name
Can we get the Opportunity Name (shadow) in Command to say "Property Address" NOT the Contact Name. The Contact name is ALREADY in there. It makes it impossible to find the Opportunity in Command when it's put in with a Customer/Contact name.
2 votes -
Sort SmartViews in Order
The desktop version of Command needs to sort SmartViews in alphabetical order like the mobile version currently does. The random order makes no sense after all this time unless we are still in Beta.
1 vote -
Ability to edit website meta title and meta description fields
We should have the ability to edit our website's meta title and meta description field. This helps significantly improved SEO.
1 vote
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