311 results found
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View Cap Details in Associate Record
Have a tab that has the cap detail. Allow us to pull the CO$ and Royalty Reports from the Associate applet. (Similar to what is in the transaction cap detail)
39 votes -
Need a report that gives a breakdown of everything in the "Outside Referral" box
I need a report that will give me a list of every item from the outside referral box of each DA in a certain period. It would include the transaction number, amount paid, and associated "Pay to" name for every line item. We use this box to collect B&O tax as well as outside referrals and we need to know how much of each type.
12 votes -
Use of ENTER on keyboard when searching in Opportunities
Would like to be able to hit ENTER on my keyboard when searching in Opportunities, or even be able to do a TAB - ENTER, rather than having to use my mouse to select it.
20 votes -
Deduction Dropdown List in Edit Transaction
When adding a Deduction there was a drop down list that showed all deductions that you could choose from, this is gone so you have to type in the name of each deduction. The drop down list was much easier, would love to see that back.
9 votes -
Show Concessions on Page 1 of DA
Title companies need to see total commission and concession reduces total commission. It's not accounted for on Page 1 of the DA, so title companies can't reconcile what's being paid out because they don't see the "actual" deduction on page 1 of the DA.
5 votes -
Show Regional Leadership Live Financial Reports for MCs
We can see the MEC report. Is there anywhere that we can see the "live" Current Financial Reports" for the Market Centers?
2 votes -
List Budgeted Amounts on Income Statement
The budget info is not coming over from AcctEdge to the new Income Stmt format in the Accounting applet. The YTD Budget and Annual Budget data are not accurate.
9 votes -
Print Associate's Legal Name on Disbursement Authorizations
We have a very diverse office which includes several people who go by their middle names and other preferred names, however, they still need to be paid out through their legal name.
Currently, the Disbursement Authorizations only pull from the main Associate Name for their profile rather than the "Associate Legal Name" field. This is crucial to ensure that our agents are being paid correctly and saves us from having to update their main Associate Name in their profile when they have a transaction.
14 votes -
Add Tags to Tasks
Can we have the ability to add tags to tasks and then filter the task list by tags? This would be helpful for managing events in the office.
1 voteCan you tell me more about how you would use this, perhaps provide an example? Also, does filtering not work?
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Print Multiple Transactions' Disbursement Authorizations
I would like to see the ability to print multiple transaction ids at once as we were able to in Winmore with DAs. I have agents whose accountants would like all of their transactions printed and emailed.
24 votes -
Add "Last Twelve Months" as Date Range Filter Option
when choosing filter for dates...rather than having to select each month for a report showing Last 12 Months, can LTM be an option like selecting last quarter or last month
17 votes -
Download Deposit Reports from Previous Months
This was not released: "Allow MCA's to view and print Deposit reports from previous months." We can only see and print the current month, not previous months deposit reports.
8 votes -
Aggregate Deductions with Same Payee
Aggregate Deductions with same payee. Currently if a fee is split between agents on a transaction, the Commission Disbursement Authorization shows multiple line items for the same deduction. It would be great if these could be totaled up.
For example, a $100 fee split between 2 agents would show as $50 and $50 on the PDF. I would love if it would recognize the same payee, and total the amounts for a cleaner CDA. (A toggle would be phenomenal)
20 votes -
Total Agent Count Roster in Standard Reports
We need the Total Agent Count report to be downloadable as an excel report. Our MLS and I am sure others is last name, first name and comparing the two as is currently not productive. Is this a change that could be made soon? Thanks
9 votes -
Ability to Print KW Invoice to PDF
Please allow the ability to print the KW Invoice as a PDF in its existing layout, similar to the Profit Share Calcs PDF format from WinMORE. The current help article recommends taking a screenshot and downloading the image. This not only reduces the image quality dramatically but it also adds an image file to our file folders instead of a PDF. Not everyone has a photo viewer installed on their computer in order to open image files.
13 votes -
Bulk Remove Tags
It would be beneficial to have similar bulk options as in Command where applicable. Mainly, I find having the option to Bulk Remove a Tag would be advantageous when going in and cleaning up a pipeline. Otherwise, we're left to going in to each individual card and removing them one by one.
14 votes -
Move Pop-Up Notification above Status Selection in Transactions
Move the status update pop up to the bottom middle. It currently pops up over any buttons on the bottom right.
6 votes -
Blog Page for MC websites
Make the Blog Page that is available in agent and team websites available to MC websites. We have the ability to write a blog but no way to neatly display them. For us, we're planning to use these blog posts to showcase our training classes for the month. We don't want to create a new page for recurring classes, but this method would allow us to select or deselect those we want to feature so agents can see what's going on in the coming weeks for training and then can click for a more detailed description of the class.
3 votes -
Sort Listings by Agent Name or Address
We have agents in multiple MLSs so we have to manually remove any duplicate listings from the Listings adjutment tab in Transactions or else our reports are wrong. Currently we are unable to sort the data on the Listings tab by agent name or property address, nor can we export this list into Excel to sort it manually.
10 votes -
Team Closed Production in Standard Reports
I have a large team that is requesting reports to be able to know the team's individual and team stats each month. There looks to be a few reports I could custom-build but I'm having a lot of trouble getting that to work in Command. They are mostly concerned with the units, volume, and listings taken, etc.
This is something that holds several teams back when they attempt to utilize Command.
24 votes
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