345 results found
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Sort Transactions by Submitted Date and Closed Date
Please build the ability to SORT the data in the Transactions applet by both date submitted and by closing date. Our MC sends commission invoices on behalf of our agents, and with the elimination of the Commission tab, it is incredibly difficult to track what has been submitted and processed versus what has not. Thank you.
51 votes -
Show Co-Listing Agent(s) on Listings
It would be great to get co-listing agent added to the listings taken or an option to add them on there if they don't show up like we were able to in cloudmore listings.
6 votes -
Add CO$ and Royalty Anniversary Date Column
Add the ability to see an associate's Company Dollar and Royalty cap reset dates as a column (row) option to Reports. This will help us see who is on the verge of resetting on their cap when we near month end, so that we can make adjustments to their CDAs as needed.
10 votes -
9 votes
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Vendor Tax IDs Report in Standard Reports
I'd like to be able to run a report showing all the vendor and their associated TaxIDs. I have caught agents entering 00-000000 as the tax id for referrals and when processing commission in transactions there is no way to catch this.
18 votes -
Create "Sticky" Documents for Buyer Opportunities Consultation Tab
I'd like to have the ability to create Document Tasks in the Buyer Opportunity Consultation Tab. I want to move all documents that need completed at the beginning and that could be used for same buyer with multiple task lists, example being first sale failed and you pulled in a new task list. I want to add the Buyer Representation Agreement and Agency Disclosures to Consultation so they don't have to reload every time they start a new task list.
4 votes -
Updated Error Message when Adding Agent to Listing
When I request to add an agent to a listing, it would be nice to be given a reason why the agent can't be updated
4 votes -
Set a Minimum Amount for Recurring Deductions
With local Cares donations in mind - set a minimum amount for recurring deductions, that allows agents to increase the amount but not go below MC standard.
11 votes -
Show Deductions Detail in Commission Tab
Please show the breakdown of "additional deductions" on the commission tab within a transaction. currently, you have to click the "Edit" button to see the individual deductions that make up "Additional Deductions". Thank you!
20 votesCould you tell us more about your workflow surrounding this information? What are you looking to accomplish by seeing this information? It is also available in the Financials tab with listed deductions.
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Round Robin Assignee for SmartPlan Tasks
Have the flexibility to have care calls scheduled round-robin style to the leadership team (perhaps a toggle button on their profile if they should be included in the round robin?) so that we can assign care calls to multiple people throughout the year and they hear from the whole team.
5 votes -
Filter by Creator
A Filter and Sort capability for Smart Plans in CommandMC. For example, I might not need to see everyone in Leaderships Smart Plans. Maybe I want to see only the Smart Plans that I have created.
2 votes -
More Custom Tag Colors
Ability to add more colours to Custom Tags in CommandMC
10 votes -
Vendor Activity Tracker (Contributions, Activities, Invitations, Status)
Can we please add an affiliates portal similar to the recruits portal. It would be extremely helpful to be able to track affiliate activities, invitations, and contributions to the market center thru Command MC.
2 votes -
Incorporation Name for Associate in Financials Tab
Incorporation Name to show on financial tab - disbursement section of the transaction. Currently only the agent's name is listed. Would like to see both the name and incorporated (if there is one) in this area. If we are paying the agent straight from this screen we have to remember what their LLC name is. Only way to see the incorporated name is to download the PDF.
14 votes -
Search in Assignee Field
Normally in command when you go to assign a task, you can start typing the assignees name and suggested names will start populating; however, in Command MC, when you go to assign a task, you can type a name, you have to scroll down to find the appropriate person. Not sure if that's a bug or something that needs to be changed:
https://www.loom.com/share/517afe12fe8f4d5ca0c25745fa20bafb?sid=f7678763-b65f-4615-a2ae-98563f21ce08
2 votes -
Include Editor in Timeline Card for Added Note/Activity in Associates
MC leaders and teams have to manually note who is logging the activity/note today
23 votes -
Allow Only MCA and AMCA to Hit Month End Close Button
Limit Month End Close to MCA & AMCA ONLY. Having the button available for anyone with MC Leader status is a HUGE risk. Please "gray out" the button for all other leadership roles.
99 votes -
Display Agent Site URL in Associate Record
We have a new agent that joined our market center and we are in the process of making business cards. We don't have a way to look up his agent website without asking him directly. It's not listed in white pages nor Command MC in his associate card. It would be nice to have the agent website address listed in Command MC under the contact information section instead of having to ask the agent for their KW Website Address.
23 votes -
Timeline in Chronological Order
When logging activities in the timeline of an associate or recruit in command mc or in the contact record of command, if you are manually logging multiple items in the same day, they do not stay in order. For example:
The Order Activities are Entered:
Text 1(sent)
Text 2 (Received)
Text 3 (sent)The order they are shown in the timeline is as follows:
Text 2 (received)
Text 3 (sent)
Text 1 (sent)This makes it very difficult to follow notes, texts, conversations being logged. The activities should be in the order entered
4 votes -
Allow MCA to View SSN
For the State of MN in order for us to look up agents licenses or do license renewals we need their full SSN and it will be very hard to have to search through agents onboarding paperwork to find their SSN each time we need it.
30 votes
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