345 results found
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Add a column that shows when the task was created
We are looking to clean up our MC Task list and it would be very helpful to see when the task was created so we can identify the tasks that are new and still relevant and tasks that have been outstanding so long that it is no longer relevant.
2 votes -
rotate
Document Rotation (Orientation). Two (2) items: 1) MC Admins used to be able to rotate documents that were submitted in a landscape orientation and review the upload to approve/return the document. Somewhere along the way, there was an update that causes the system to create a new version of a document when you have to re-orient the document before viewing it now (without a notice). I have since discovered that on multiple occasions, I have corrected the orientation of the form, made notes and returned it only to find out the notes left for the agent were on the 1st…
2 votes -
Add Classification to Reports
We would like to see "Classification" added to the Command MC Reports Applet. If added, we could run reports to compare New Home Sales to Resales.
1 vote -
DA List with Subtotals in Reports
I would love a DA equivalent in Standard Reports with subtotals (By Agent & Total.) We can accomplish this by exporting and subtotaling ourselves, and this is a request I receive FREQUENTLY from agents, especially at year-end.
Giving the subtotal option in the initial export would be a MASSIVE time-saver in our daily processes.
2 votes -
Flag a Task from a SmartPlan that the Recruit has been removed from
For certain SmartPlans I manage, I have tasks to follow up with KSCORE students via text to check on their progress or interest in the program. However, when I remove a student from the SmartPlan, the associated tasks sometimes still appear if they were scheduled for that day or a future due date. It would be helpful to have some form of identifier on the task, indicating that the student is no longer on the SmartPlan that originally created the task. This way, if the task still needs to be completed, it remains active, but if it’s no longer necessary,…
2 votes -
Compliance Checklist (added functionality)
Compliance Checklists (Sort, prioritize or hidden option) Can we have an option that allows us at the MC level in the admin section to either: SORT the checklists to PRIORITIZE them based on our MC needs or HIDE outdated/replaced checklists? We do not want to remove old checklists, but the issue we run into is the agent comes into their folder, clicks the drop down and selects the first option they see (even if we rename the checklist to DO NOT USE). So, when we make changes due to our MC or state requirements vital enough that we need to…
2 votes -
Create an additional status of IN PROCESS which would be an alternative to RETURNED or APPROVED. Ag
Create an additional status of IN PROCESS which would be an alternative to RETURNED or APPROVED. Agents and TCs don't like the folders returned unless there is an issue with one of the documents already uploaded. IN PROCESS could mean that all docs uploaded are approved but there are still missing required documents to come further along in the transaction.
4 votes -
Add Agent Search to "Our Agents" Section on Website
Currently it just lists our agents by last name alphabetically. The costumer should have the ability to search for a specific name rather than flip through a dozen pages of agents.
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.
6 votes -
Be able to filter production by agent status.
This would allow the option to pull active agent for production, GCI, etc. instead of including everyone for the year.
2 votes -
Custom Permissions for CommandMC
Allow the Compliance Coordinator Role to have access to Transactions. Our transactions processing team needs this to do their job, but they should not have access to all the items an MC Leader has such as our full Recruiting pipeline. Seems silly that the role that is in charge of processing deals and transactions doesn't have access to this part of the program.
12 votesWe are working on custom permission levels for CommandMC users :)
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7 votes
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Include Editor in Timeline Activity
Show who added the comment to the Recruits timeline. Currently have to manually enter your name or initials.
13 votes -
List Brokerages in Other Brokers, Not Agent Name
In the Disbursements area- the Other Brokers should be listed by Brokerage instead of agent name. All of our checks are written to the brokerage. Right now we are forced to go to the opportunity to find the name of the brokerage.
12 votes -
Allow Export of Associates Table
Add the ability to export to CSV and PDF the Associates Tab. We would be able to export a Top Down Report with agent's email and phone number. Great for targeting the roster based on production level.
10 votes -
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.
13 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…
12 votes
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