313 results found
-
Profile Agents in Business Center Sites..
Especially in cases where the business center is far from the Market Center and when the BC is in another state.
12 votes -
Sort by Associate Birthday or MC Start Date in CommandMC Activity Reports
The user can't sort the CommandMC Activity Reports by associate birthday nor MC start date.
2 votes -
Associate detail link in Opportunity
Make a clickable link leading to any and all Associates' information page within the Opportunity.
3 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 -
Sort by Month and Year for any date field
We would like to be able to sort by month easily for any date column in reports. If a date column is added, clicking in the filter box there is a bunch of different ways to sort but there is no field to sort by a specific month. You can click the timeframe and click say all of the September month/year but when you have been open a long time, this is quite time consuming. Adding a tab there for month would be very helpful. I can see a case use for searching by a particular month for every date…
11 votes -
Associate paid as an inside referral
Associate paid as an inside referral. We pay the Productivity Coach as the inside referral and the closed reports do not have an option to filter on what the PC has been paid on.
4 votes -
Incorporate AI into KW Reports with Prompts
Would be amazing to incorporate and an AI prompt where a team leader or leadership staff member could just type or talk out the parameters of a report and it would spit it out.
2 votes -
Activity Report and EOM Reports to export to Google Sheets
Would love if we were able to integrate Google Drive so we could have the ability to export a report directly to Google Sheets to save a copy/paste - import step.
18 votes -
7 votes
-
My Profit Share
when you see "My Profit Share" open an option to add the name of potential people so you can see the date, and also the pipeline of candidates, and can follow up with them to ensure when they do come over, that they would have a date stamp and ensure the MC does the right thing and can check it too.
1 vote -
Ability to Edit Vendors
The ability to edit vendors has disappeared. I had to create an entirely new vendor because the agent missed one letter when they created it. I believe this could mess up reporting and taxes with having multiple of the same vendor.
There is no longer an edit pencil icon nor the ellipses mentioned in the support article below:
https://mcasupport.kw.com/hc/en-us/articles/16744996255123-Edit-Vendors-and-or-Add-Additional-Vendor-Representatives?input_string=no+longer+able+to+edit+or+delete+vendorsBeing able to edit vendors within transactions would be phenomenal as well!
8 votes -
Saving Transaction Prompts DA Print Modal
It would be helpful if the popup for the CDA download options popped up as soon as you click change status: "approved," eliminating the download button.
Same for when editing an already approved CDA, that it pops up when you click "save transaction."
We had this option in Winmore- saving any CDA, new or existing, it would prompt you to print to pdf/etc. as soon as you clicked "save."
3 votes -
Auto-Print Deposit Slip & Summary
Having to download and print the deposit slip and summary separately for each deposit takes up a lot of time. For those of us that have multiple business centers that we put on separate deposits and have to do additional separate deposits for each location for checks vs wires received, this can become a huge time suck. It would be wonderful if the reports for each deposit would either auto download in one pdf or auto print.
48 votes -
Show Separate Referral Amounts for Agents on DA
On DAs with outside referrals split between more than one associate, the printed DA no longer adds the amounts together. It would be helpful if the DA had to total amount of the referral being deducted from each associate as one line item on the DA.
19 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 -
DAs Print with Signature and Date
When the CDA is printed, include today's date automatically as well as include an uploaded signature based on the user. This would save time from opening the .pdf, adding the date and signature, then re-saving the file.
23 votes -
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 -
Map Opp ID and Transaction ID to each other for easier searchablity
Map Opportunity ID and Transaction ID to each other for easier searchability
2 votes -
Search for an opportunity using the transaction ID
Having the ability to search for the opportunity using the transaction ID would be extremely helpful - the same way we could search by DA # previously.
15 votes -
Optimize opportunities search in command
Searching for opportunities in CommandMC Opportunities takes long time to show results. Each search averages between 5-30 seconds. This adds up over time for those that work heavily in CommandMC Opportunities, making their work inefficient.
8 votes
- Don't see your idea?