314 results found
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unsubscribe
Would love a push notification that alerted us to recruits that unsubscribe so we can update notes/marketing accordingly
6 votes -
2 votes
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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.)
4 votesHi there! Can you explain a little more where you are referring to? Accounting applet data table or the printed version or somewhere else?
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Delete all tasks linked to archived contacts
When a recruit is archived, tasks that are linked to that contact should automatically be removed from the task list instead of remaining on the list with the "Linked to" column showing "[Deleted Contact]".
4 votes -
4 votes
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Show Confetti at Command Login for Capped Associates
MCA Dept would like a "Send Confetti" to associate who has just capped. When they log into their Command, a "Congratulations You Are Now Capped!"... message appears to celebrate their achievement.
19 votes -
Co-Op Smart Plan
Once a closing happens an auto email will send to the co-op agent. Thanking them for the transaction.
Here is a PDF of an example that another firm uses
https://drive.google.com/file/d/1ac8XdD_WfGoHJJ21oj_TfrojHLwUjGbn/view?usp=drive_link
8 votes -
Add security level to agents commissions in a team
When creating and submitting a transaction from an agent Opportunity within a team, make sure the commission amounts after the split are only visible to the connected agent, keeping the commission values of other agents confidential. Usually, in large teams, the team admins will be responsible to create that Opportunity and enter all of the commission details so that agents don't know about the splits.
7 votes -
Do not allow duplicate MLS ID
If a Market Center has a MLS ID, do not allow the system to let that MLS ID be added to any other CommandMC. Allowing duplicates is causing all kinds of listings issues when another MC adds it accidentally. This means associates cannot find their listings to submit offers.
9 votes -
The "Close Date" in transactions needs to feed from the Estimated Closing Date in Opportunities
The agent is not able to change the "closing date" in opportunities once submitted. They can change the Estimated Closing Date. When we had WinMore we had to manually go in and change closing dates once they were updated - I was hoping the Command MC would alleviate that process but as it is it actually has made it a longer process. If the Close Date in Transactions would feed from the Estimated Closing Date in Opportunities it would make the Projected Closing report accurate without having to manually change it. Thanks
1 vote -
Allow Become User for Command Users
Many apps have options in them where you can see the client's account how they see their account from an admin position. I think this is known as "View As" or "Impersonation"
Salesforce, WordPress does this and so does Circle.io, the community platform.
As Leadership, we frequently need to access an agents account to assist them with something or provide a service. For example, we will go in and schedule a social media post on their behalf as a service or we will attempt to replicate an error so we can record the Loom and submit a ticket. If we…
20 votes -
Search by KWUID
Request the addition of KWUID as a search parameter within the Associates applet to enhance our ability to locate associate records more efficiently. Currently, the absence of this parameter limits the ease with which we can directly access records tied to specific KWUIDs.
Request Details:
Feature: Addition of KWUID as a searchable field/parameter within the Associates applet.
Purpose: To enable users to search directly by KWUID, improving access speed and data accuracy.
Expected Benefits:
Efficiency in locating specific associate records.
Enhanced Data Management by ensuring quick access through a unique identifier.
Improved User Experience for all users of the Associates…2 votes -
Filtering Opportunities By Tags Effectively
Filtering by tags is not effective, because when applying 2 or 3 tags to search by, it brings up all the opportunities that have ANY of those three tags on it, but I need it to filter opportunities that have ALL of the 3 tags - for example, searching for opportunities tagged as "December Closing" and "Invoice to be Sent" brings up any opportunities that have a December tag on it, even if it doesn't have the invoice tag, AND any opportunities tagged with "Invoice to be Sent" even if it doesn't have the December tag, this makes it difficult…
7 votes -
Allow Any Name in Referral Field
In recruit card for the lead source referral you can only add a name of a current KW agent/leader. We get recruit referrals from other individuals (affiliate partners, prior KW agents etc.) It would be helpful to add the name of the actual referring individual.
2 votes -
Add Recovery Email Column to Associates Table
Many agents have an old or inaccessible recovery email address on their associate record. Adding that column to the associate dashboard, or providing a report listing that info, will enable market centers to proactively audit and update these addresses to AVOID a repeat of the password reset issues experienced recently.
11 votes -
This Month Option for Birthdays & Anniversaries
I'd love to be able to select this month or next month as a time frame for the filters "Associate Birthdate Month", "Cap Anniversary Month," and "Royalty Anniv. Month." It would allow us to automate sending a birthday & anniversary report. Right now I have to manually go in to select the correct month so I cannot set up the scheduled report to email to staff.
6 votes -
Remove Filters
I'd like to be able to choose which filters we can remove from a report. I know we can turn them off, but it would be nice and tidy to be able to remove them as an option if we know we are not going to use them.
2 votes -
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 -
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
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