279 results found
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Opportunity Name as Default Search Setting
MC Admins used to be able to move from one Opportunity to another with Opportunity Name being the default search setting if that’s what we had used in the previous search. (Which it always is). Now it keeps reverting to Address which we never use because it’s not good at finding Opportunities. Can we get this ability back too?
1 vote -
Agent Transfer List for regional use.
Can the region have a report that tells us which agent has transferred from one market center to another? I know we can see how many agents have been transferred to different MC but I would like to know the names of the agents and which MC they transferred from.
1 vote -
Please let us edit the Default homepage module!
Since we have default modules in our system for MC websites, we're unable to edit them, please make a page on where we can edit our information and display listings!
2 votes -
Adding a "Custom Reports" button to homepage of new Reports section
With the new update incoming for the Command MC Reports section being categorized broadly, I'd like to suggest that there be a "Custom Reports" button on the home screen of the Reports section. AMCAs and MCAs are consistently using the current "Activity and Custom Reports" button to create reports to find information for awards, monthly stats, or just to get information for individual agents.
Instead of having to search for the function of creating custom reports, it would be good to have it as a button on the home screen of the Reports page for easy access.
5 votes -
Regional Associate Roster
at the Regional level we only see those who are investors or Leadership in the Region. We should be able to see ALL agents and leadership within the region so we can also add notes. It should also allow us to work with the MC and add notes with them. That way we can log a care call or get their correct contact info and run smart plans for our top 20%. We should be able to filter and create smart views on this roster like Top 20%, ALC, Leadership, TL, MCTT, MCA, etc...
13 votes -
Bulk action to remove assignees from recruits
Having a bulk action to remove assignees from recruits saves market centers a lot of time when removing someone who was formerly in MC leadership from several recruits.
3 votes -
Command MC Closing Files: Put "Open in New Tab Back"
When closing a file, I click the Opportunity link (left side info) to open that opportunity - it used to Open in a New Tab: Now it does not.
- Opening in a new tab automatically: when clicked help pages back/forth.*Pleeeeaase put that link back to: Open in a New Tab!
- Less clicks and paging back/forth. Thaaaank You!1 vote -
dehire
add reason for leaving financial (cant pay bill) and de-hire as options
1 vote -
sync
Feature Request: Bulk Sync Functionality for 1099 Recipient Addresses
Request: Implement a "Global Sync" feature within the 1099 Dashboard to allow for the asynchronous update of all recipient addresses in bulk.
Business Justification: Currently, the system requires Market Center Administrators (MCAs) to manually sync each record to ensure address accuracy. For offices with hundreds of agents, this manual process is labor-intensive. If an agent updates their address after their last closing of the year, the MCA lacks visibility into that change without a manual check. A global sync ensures that all 1099s reflect the most current system data, significantly reducing…
14 votes -
4 votes
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When in the "Find an agent" section of Recruits - Tag Selection
Inside of Find an Agent we can filter a list and select agents to add to Recruit Management and I want to be able to tag this selection so its easier to follow up through Recruits Management.
Currently agents who are already added to Recruits Management. I'd like to see two options for the selection: "Add Tag" and "Add New Leads to Recruit Management."
1 vote -
Outside Referral Report
Our state we have B&O tax. We have to put it in the outside referral box currently. We need a report that shows the payee/entity that the outside referral is going to.
Right now with our B&O tax if it is a team it is split up so we have to go through and match them all up for reporting to the state.
4 votes -
Add fields that show dates the associate was with our office when they have left and returned multiple times.
For agents that have left and returned, the dates for when they were with us each time would be very helpful
3 votes -
reports
Reports before the switch.
The MCA was able to see the financials from other market centers in KW and now that report is gone. Allowing access to the financials of all the Market Centers provides transparency and it allows the MCA the ability be able to compare their Market Center with other similar make Market Centers.4 votes -
Allow Agents to chose what is their primary Market Center
Allow agents to choose their primary Market Center for awards purposes. I have 2 situations where an agent is active in my MC, joined a 2nd MC out of state, has done little to no business there, yet, their awards information and medals go to the new MC - they are a top 10 agent in my MC and on the ALC and the new MC barely knows who they are. The 2nd situation is my largest team (and my OP) all of their main team production is out of my MC, yet, because later on he because a part…
1 vote -
Give us the ability to sort alphabetically by last name on all reports
All reports should either default to sorting by last name, or at a minimum, give us the ability to change our default to that sort. Specifically Associate Awards reports - but all need to have that ability
2 votes -
CommandMC - how many of our agents run campaigns
is there a way in command mc to see how many of our agents run campaigns? and how many campaigns they run? the vital signs report does not have it so just wondering if there's another way
3 votes -
language
Add a filter option for languages spoken similar to the filter option for Roles.
3 votes -
Allow CC Section for SmartPlan Emails
For some operations within our Market Center, an email being sent to a new agent and copying other leadership members is the notice to begin getting in connection with that new agent. For example, our DAS will send an initial email inviting them to Orientation and will copy our Productivity Coach to give them the heads-up on reaching out and getting connected for new agent training.
It would be great to have the option to copy other emails or leadership associates to an email within a SmartPlan for them to be in the loop or receive any email replies.
4 votes -
Add Property Type and Classification Filters for Compliance Review
Please add the filter options “Property Type” and “Classification” for compliance requests. When reviewing compliance items, I often need to sort by those specific criteria, and having these filters available would greatly improve the review process.
2 votes
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