103 results found
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Improve the new Compliance Viewer Filters and Queue
We need all of the same filters we used to have in the old Compliance Queue, readily available off to the side just as before. It is incredibly counterintuitive to have to open a filters tab and then select filters and then click save. This change turned a one-click action into a 3-click action. We also no longer have the ability to filter by Opportunity type and event, this is extremely important for training new admins in market centers. Seeking input from Market Centers using this technology prior to overhauling an entire section of command used to be the norm…
46 votes -
Filter for Opportunity Phases
Please bring back the filter for Consultation, under contract, Listing and closed.
54 votes -
New Compliance Applet - Add back Filter by Compliance Event
Our MCA office has the new Compliance Applet and they used the filter by folder (might be also called Compliance Events/checklist events) for Listed, Under Contract, and Closed. Right now, this option is not available and is very useful if you need to find a specific Opportunity that has just submitted their Under Contact folder or another folder and not just closed. This feature was available in the old Compliance Applet yet it's not available in the new Applet.
43 votes -
Make Reports Easier to Read
Whenever I download PDFs for reports to send out to agents, they are small and hard for them to read. An updated version of the reports where the PDF download is bigger would make it easier for everyone involved.
3 votesHi there! We have released this month our improvements to the download options for our reports in Command and CommandMC!
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Notes when completing a task
It would be really helpful to have a section for adding notes to a task before marking it as complete. Right now, we have to go back into the agent's profile to add notes after completing a task, which adds extra steps. It would also be great if the task notes could automatically feed into the notes section to make everything a little smoother and more organized.
8 votesFor call and text tasks, you will now be prompted to log an activity.
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Completing Tasks should prompt activity logging
I know there are several others here about tasks - however when working from the task manager > other tasks in Command MC, it takes too many clicks to make sure a completed task logs an activity. It should prompt every time an individual task is completed, whether from the task manager screen or inside the recruit/associate card.
Currently clicking "complete task" in the task manager view does not prompt to log activity, which creates too many clicks to log the activity, make sure the task is marked completed, then not lose your place in the task list.
8 votesWhen completing a call or text task, you will now be prompted to log an activity.
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Allow the ability to undo/delete a transaction reversal
In the event that the incorrect adjustment type is selected, allow the ability for MCAs to undo or delete a transaction reversal so that the correct type of adjustment can be used, especially if the reversal has not yet been closed. If it is already closed, allow a reversal of the reversal (with its own Transaction ID) so that we can re-submit a new adjustment type. At the very least, give the MCA Support team or Engineering team is ability to do this on our behalf if you don't want it in the hands of MCAs.
1 voteYou can now delete a reverse adjustment Transaction!
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5 votes
You can now complete the following bulk actions in CommandMC Tasks:
- Reschedule
- Reassign
- Change Priority
- Archive
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Option to Transfer Company Dollar when transferring an associate between market centers
We are onboarding an associate from another market center and they have paid money into their CAP. As part of Win-Win, we are honoring the money that they have paid into their company dollar at the other market center.
I know this is a case by case basis so it would be nice when on the activate agent screen if it would give the option to transfer company dollar from the previous market center to this market center for accurate projections and so that the agent can feel confident their contributions are counting correctly.
1 voteMarket Centers are now able to complete Company Dollar transfers in Transactions via CommandMC!
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Create a way for MC Leaders to see the name of an associate's Sponsor in CommandMC
There is currently no way for a leader to see who an associate named as their sponsor until the next month's Profit Share Reports come out. If an associate asks if they selected the correct sponsor, there currently is no way for the leader to verify this.
11 votesMC leaders have a field in the Associates' profile labeled "Sponsor Name" where they can view the Associate's Sponsor! :)
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Do not allow emails ending in @kw.com to be set as the password recovery email or personal email.
The great password reset of 2024 proved just how many MC's set password recovery emails as their MCA or TL causing tons of frustration for associates trying to reset their email.
This idea is to not allow any emails ending in @kw.com to be entered as a recovery email.
16 votesIn Associates, MC leaders will now receive an error message if they use a @kw.com email address for the Recovery Email field!
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Could a "rental" classification be added to create a transaction?
We receive dozens of rental referrals monthly. There currently isn't a rental classification in the create a transaction tab.
1 voteLease Transactions are now available in CommandMC!
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Show AccountEdge Account Names in Balance Sheet
- Notes Payables need to match AccountEdge titles so when leadership is reviewing they understand what the liability i
6 votesThis has been released! Hooray!
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Create a Deduction Summary Report
Create a Deduction Summary Report (MTD or YTD.) We run SEVERAL businesses within our Deductions (Transaction Coordinator, PC Coaching, Local KW Cares, etc.) This report gives us the ability to total those deductions at Month-End rather than after every deposit.
78 votes -
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)
41 votesYou can now see the agent's royalty and company dollar cap status in associates. Check out this answers article to see how.
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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 votesbudgets are included. This may have been a bug due to the conversion process from the old to the new financial statment tools.
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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.
20 votesYou can now print prior months' deposits via the dropdown in the Deposit History tab!
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Shared Royalty and CO$ Caps for Husband/Wife
Connect Husband and wife royalty caps so they calculate together.
6 votesThis has been released! Hooray! Check out our leadershipanswers.kw.com article to learn more: https://leadershipanswers.kw.com/hc/en-us/articles/32778510168467-Set-Up-Shared-Royalty-and-or-Company-Dollar-Cap-for-Spouses
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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 votesThis has been released! You can now download and print the KW Invoice when you're in that tab in Month-End Close.
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Report with Agent CO$ and Royalty Caps
Add columns that show the total paid in Company $ & Royalty so we know when they are getting close to capping.
31 votes
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