750 results found
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Be able to paste text into the email campaign set up
Be able to paste text into the email campaign set up instead of having to use an email design.
3 votes -
Add Merge Fields for Agent Information
When creating SmartPlans under a team account when adding a task or call action add the ability to add agent information merge fields so we can put complete scripts in the task description box. Right now the only merge fields for these actions are contact based.
36 votes -
bookkeeping and mileage software
Create or integrate bookkeeping, income, and expense software, such as what KW used to have through Hurdlr. Perhaps integrating a partnership with Quickbooks?
2 votes -
3 votes
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Multi functional smart plan - if/and functionality
Add functionality in smartplans to do an "if/and" desicion. example - when sending a monthly communication, the SP can send it as a text; if no phone number, it will send it as an email. ( when the customer has both). Also, to be able to add a tag via the SP in certain action is taken
1 vote -
4 votes
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stagger start
Currently when adding contacts from the Smart Plans applet, it allows you to type in how many maximum contacts per day you want to send it to as a stagger start. When adding contacts from the contact applet, you have to use the arrow button one at a time in order to select how many people you want it to stagger start versus being able to type it in. Hoping we can get this updated. I will teach my agent the work-around is creating a tag in the contacts tab and then adding that tag in the smartplan applet when…
1 vote -
Print Mailing Labels from Command
It would be good if we could print our mailing labels directly through command and not have to export them and then print from microsoft word. Way to many steps just to print mailing labels already in Command.
1 vote -
Task list defaults to first unchecked task
Have the task list go directly to the next unchecked task. TCs are opening the task list within opportunities and having to scroll all the way down to where their next task it. Either compress the accordion view on all sections are autoscroll to the first undone task.
5 votes -
2 votes
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2 votes
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Create Custom Key Date Fields
Create a date field in Opportunities for "Cleaning Date". We would like to be able to set this date in the opportunity key dates section.
30 votes -
Last Contact Type
Under the Contact Name, Command shows "Last contact on..."
What it fails to specify is what the contact was - phone call, email, text, etc.Knowing the type of contact the last contact was helps in determining priority of calls and who has been called or only emailed.
1 vote -
Track Referrals in Opportunities
Allow agents to easily tracker referral information in Opportunities so that they can easily submit the commission information for referral agents.
209 votes -
remove 1 in phone number smartplan
When using phone number merge field in Smartplans, remove +1 and add dashes. Also in marketing profile it should show the dashes.
2 votes -
7 votes
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Right click on email in Contact record, to copy (paste) email address
In a Contact record that has a saved email address, when I right click on the email address hyperlink, there is no option to click "copy email address". This is a feature in many applications. It would be helpful to quickly copy from this Contact view screen instead of having to click Edit contact to then copy. This new option would save a step.
2 votes -
Monthly neighborhood nurture needs to be updated. We need to be able to add more subdivisions.
Monthly nurture neighborhood needs to be updated. This is a key way to stay in touch with our past clients and future clients need to be able to input new subdivisions. .........Per KW Our developers are aware this data is now becoming outdated and they are investigating ways to accurate acquire neighborhood information from other data providers.
7 votes -
Customizing Location on Agent Website
Agent Hailee Fliam reported that her website is displaying location information for Lincoln, but she wants it to show Omaha, as her office is based in Omaha while her broker is located in Lincoln. Currently, this information is not customizable because it is pulled from the core data of the agent's profile and defaults to the first associated Market Center.
It was confirmed that the only way to change this information would be for the agent to leave the current Market Center, which is not an ideal solution. A feature request has been suggested to make this information customizable in…
2 votes -
Go back to the original Command pain. The new window pain is not useful and just requires extra clicks to to collapse the panel.
Go back to the original Command panel. The new window pain is not useful and just requires extra clicks to to collapse the panel on Listing Opportunities. Also, the clients names do not appear under the address like they used to, which was much easier to view.
1 vote
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