314 results found
-
3 votes
-
8 votes
-
Add License Number and Expiration Date Columns
We had adhoc reports for agents with license numbers and expiration dates. Please create one in command reports. Or add the option in reports for us to create our own report
12 votes -
Show Unit Allocation on Agent Commission Details Report
The agent's commission details should show how much of the unit was allocated to them. This is helpful for our agents/teams to track their unit production.
13 votes -
Include the "Referrer" and "Notes" Fields on Export
If the Market Center is being sold to a new Market Center, we want to ensure that all recruit details, such as the "Referrer" and recruit "Notes," are included in the export CSV file when the recruits are exported and imported to the new Market Center.
3 votes -
Add Clickable Opportunity ID in Transactions Table
It would be very helpful for moving back and forth between Transactions to Opportunities if the ID was readily available on the "quick view" page via a clickable link (like how the Transaction ID is currently clickable). I know that currently you can click the Trans# and then see the Opportunity ID within Property Details, but even that one is not clickable.
8 votes -
Display Military Affiliation and Languages in Associate Record
It would be helpful for Leadership to have the ability to find all MC Associates who add a military affiliation to their Marketing Profile. Alternately, adding that field to their "My Profile" and making it possible for Leadership to search and filter Associates for both Military Affiliation and Languages spoken from within the Associates Applet.
1 vote -
Compliance
When an offer is Terminated, it would be great to have the Documents from Version 1 go right into version 1 and reset the file placeholders.... vs. agents "Updating" a single file. That way Broker/Legal can search older versions of Documents. Many associates/TC's dont know to use a new version - unless Broker catches it and advises a new version to be used.
1 vote -
Show Notes While Editing A Transaction
It would be great if the transaction notes could be visible on the associate detail screen while editing a transaction. I often have to save the unfinished transaction, go back to the notes tab, then click the pencil again and click through to the associate detail section again to make the edits according to the note.
8 votes -
Sort Listings by Agent Name or Address
We have agents in multiple MLSs so we have to manually remove any duplicate listings from the Listings adjutment tab in Transactions or else our reports are wrong. Currently we are unable to sort the data on the Listings tab by agent name or property address, nor can we export this list into Excel to sort it manually.
10 votes -
Display MC Number or Name in CommandMC URL
Show MC number or name in URL of any Command MC sections for instance ?office=Stamford (or something alike)
2 votesHi there! Please help us understand why this is important to you!
-
Total Agent Count Roster in Standard Reports
We need the Total Agent Count report to be downloadable as an excel report. Our MLS and I am sure others is last name, first name and comparing the two as is currently not productive. Is this a change that could be made soon? Thanks
9 votes -
Make the CommandMC Reports dashboard refresh automatically on a daily or hourly basis
The CommandMC Reports dashboard data is not being refreshed daily. I would love if it would refresh in real time similar to command.
3 votes -
Delete all tasks linked to archived contacts
When a recruit is archived, tasks that are linked to that contact should automatically be removed from the task list instead of remaining on the list with the "Linked to" column showing "[Deleted Contact]".
4 votes -
Add Search by Commission Amount
A search filter for an agent's commission amount in opportunities. We get a lot of checks in with NO information about who or what it is for. Being able to search for matching commission amounts may give us leads for who the check belongs to instead of it sitting around waiting on someone to ask about it.
10 votes -
Option for Multiple Lease Payments
Leases that have multiple payments over time now require multiple CDAs to be created. This can stretch over several years with commercial leases. Adding a payments over time feature would streamline this process, and not leave multiple unclosed DAs in the system.
15 votesPlease tell us more about your process for these transactions - is the agent leaving the Opportunity open until all the payments are made? You can also manually create a Lease Transaction with 0 units in order to take care of these now!
-
4 votes
-
Make Key Metrics Report Printable
Key Metrics and the KWRI Invoice in Transactions -> Month End Close should be able to be seen after transmittal. Why do we have to take a screenshot every month? Can we make it as a report or be able to pull like we do our balance sheet and income statements?
1 vote -
SmartViews for Transactions
When in the Transaction Screen, all the ones that need action taken, should be at the top (Submitted, Resubmitted, and Request for Termination. Closed and Terminated should be at the bottom. Or have settings that we can set as our default, and it opens that screen as we have set up as our default view every time we go in there.
9 votes -
Update Last Contacted in Recruit or Associate Card with SmartPlan Touch Actions (Email, Task SMS, Touch Task, Call Task)
For tasks or emails done through SmartPlans should update the Last Contacted for a recruit. Whether it's a touch task, SMS task (since Twilio is not yet supported in CommandMC), email, or call task, it should be considered contacting the recruit. Otherwise, we will have to double input by using "Add Activity" in the Timeline or not count emails as a touch.
6 votes
- Don't see your idea?