313 results found
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9 votes
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task
The change to MC Tasks this week has not been a good one. I think the idea was to have it mimic the Agent side, but it's too antiquated. It would be great to have it made simpler with fewer clicks and less filtering required.
1 vote -
Duplicate a Recruit Contact in CommandMC to a Pro-Coach Account in Command
When adding a recruit in commandMC it would be wonderful if there was a check box or option to add recruit to a pro-coach account in command. (for newsletter smartplan options) At this time we are adding recruits in commandMC and then having to go to command and add them again in a pro-coach account. Thank you so much for your time!
1 vote -
Add Agent to Same Side Twice
We should be able to add the same agent more than once on the same side of the transaction.
10 votesPlease provide a use case for this request so that we can best understand the need for this! Thank you.
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Download Deposit Reports from Previous Months
This was not released: "Allow MCA's to view and print Deposit reports from previous months." We can only see and print the current month, not previous months deposit reports.
8 votes -
Add notifications when SmartPlans are unsuccessful
We need some kind of notification when SmartPlans fail to send for any reason. I have added several KSCORE recruits to the SmartPlans, and have to look at their Timelines to discover whether my SmartPlan is actually reaching them after they inform me that they haven't received anything. I would prefer the system to help us be a bit more proactive so we can correct problems before our recruits say they haven't heard from us.
1 vote -
Multi-Year Trends in Standard Reports
I have used the report below for many years to access Agent reports. Please make sure there will be a way to retrieve the multiyear trend report in Command. (https://reports.kw.com/BOE/OpenDocument/1609122306/OpenDocument/opendoc/openDocument.faces?logonSuccessful=true&shareId=1)
15 votesWill be released 3/26
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Add a bulk "fall out" action to move recruits out of the pipeline
Add a bulk "fall out" action to move recruits out of the pipeline
1 vote -
Change Font/Add Spacing to Income Statement
When you look at the Income Statement (WinMore No More) all the numbers look like they're running together. Are we able to change the font or add some spacing to break up the columns? For instance, the YTD Actual, YTD Budget, and YTD Variance numbers all look like they could be one big number. (The spacing prior to WinMore No More was great.)
3 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.
5 votes -
Include Editor in Timeline Activity
Show who added the comment to the Recruits timeline. Currently have to manually enter your name or initials.
5 votes -
Show AccountEdge Account Names in Balance Sheet
- Notes Payables need to match AccountEdge titles so when leadership is reviewing they understand what the liability i
6 votes -
Allow a filter in reports (even custom reports) that pulls the "agreement won" date.
We use "future business" as a celebration in our MC. As of now, we use tags to identify a new BBA or ESLA signed during a calendar month. It would be ideal for agents to put that date in the Opportunity and have a filter for that in the Reporting Applet to alleviate excess time for research on the Leadership side.
2 votes -
Deductions for Listing/Sales Transactions
Deductions that are mandatory for the MC are automatically mandatory for all types of transactions/pipelines. Need to be able to separate automatic deductions for Listing transactions versus automatic deductions for Buyer transactions. We only charge a $295 BAC on the Listing transactions and either we have to manually catch and add the deduction, or we have to manually catch and remove the deduction on the buy side. Too many variables for errors right now.
2 votes -
Bulk Action: Update License Expiration Date for Associates
A way you can change all agent's expiration date at one time and not have to go into each one individually. PA has the same expiration date every two years.
4 votes -
KW Birthday Smartplan
We want to use the Keller Williams Birthday Smartplan in Command MC, since it is set up to go out on Agents and Recruits birthday's. The final step in the smartplan is either a Twilio text or a task. Because Command MC does not have the Twilio integrations yet the last step is converted into a task which you then will have to do, and not something that goes out automatically.
Can KW create a similar Birthday smartplan but the last task instead of Twilio is an email, so we can automatically email on their birthday's?
2 votes -
Restricted Access to KW Site Pages
Market Center leadership wishes to have a password-protected page on the MC Site only their Agents can easily access, to share and upload resources (links, documents, logos, templates, etc.) . Currently, MC Sites are Consumer-facing only and this functionality is not available in Command/CommandMC, so their only options are third-party platforms/non-KW sites (Google Drive, Google Sites, etc.).
3 votes -
Move Pop-Up Notification above Status Selection in Transactions
Move the status update pop up to the bottom middle. It currently pops up over any buttons on the bottom right.
6 votes -
Download Current Listings as CSV
It would be very helpful if we could download our current listings to a csv file to make it easier to see how many we have and to verify them. We were able to do this in Cloudmore. :)
9 votes -
2 votes
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