684 results found
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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…
7 votes -
Export Smartplans and the content
To be able to export & download smartplans and the content
3 votes -
Twilio Inbox for Text Messages/Calls
The only place to review replies/calls from Twilio is under notifications. It would be helpful to have an inbox for all Twilio text messages/calls.
15 votes -
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...
2 votes -
4 votes
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Twilio Texts from Team Contacts to Register as Duplicate (Do Not Create Personal Contact)
Recently, I submitted a support ticket on this issue where contacts in my team account are directly texting me a question to my twilio number (because I had them save it as a direct form of contact), and it is creating a new contact in my personal command with the phone # as the name. Then, I have to go search the phone # in my team account to see who it is. I have to copy/paste the text I received from them into a timeline note, and then text them back from the team account to keep it in…
13 votes -
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?
2 votes -
3 votes
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Add Home Valuation to Agent Site Homepage
Now that the full options for modules are released, agents would like the ability to add other kinds of modules to the homepage or default pages of their sites. In particular, agents focused on sellers rather than buyers would like to be able to replace or supplement the home search function with the home valuation module.
15 votes -
Contacts: Open Contacts in new tab
Agents are unable to efficiently review and edit multiple contacts while navigating through the Database. The current single-window approach disrupts workflow and causes loss of context when switching between contacts.
To address this, we propose returning the Contact Name as a link feature Command previously had. Agents could open multiple contacts in separate tabs within the database view, by right-clicking on the contact name and selecting "Open Link in New Tab" button.
This allows for standard desktop browser Tab management features, such as tab closing, reordering, and grouping which all would enhance user experience and productivity.
5 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.9 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.
4 votes -
Show Expiration Date on Compliance Request Cards
It would be extremely helpful if our opportunity dashboard for compliance requests included the expiration date of a listing agreement or buyer representation agreement. We just went through the very tedious process of archiving over a thousand opportunities from the compliance dashboard, many of which were listings that did not sell or buyers that did not buy. The only way to do this was to open each opportunity and re-open the documents. We have a submission date and an est. closing date....can we get an expiration date added so we can archive expired opportunities faster?
13 votes -
forward emails I have with clients/vendors to save as "notes" on a contact or on an opportunit
forward emails I have with clients/vendors to save as "notes" on a contact or on an opportunit
3 votes -
SmartViews for Tasks
Ability to create Smartviews for task list
9 votes -
add activity to a group
It would be great to be able to "add activity" to a group of people that have been tagged when we send something to the entire group either through a direct mailer or an email etc vs having to add that activity one at a time.
3 votes -
Customize Task Table Columns (Remove, Resize)
it would be nice to customize the task chart
ie remove " assigned to"15 votes -
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 -
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 -
16 votes
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