314 results found
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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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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 -
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 -
Bulk Action: Update License Expiration Date for Associates
A way you can change all agent's expiration date at one time and not have to go into each one individually. PA has the same expiration date every two years.
4 votes -
Show Buyer/Seller Receiving Concession
Concessions line you should show who is getting the credit. Buyer/Seller
4 votes -
Updated Error Message when Adding Agent to Listing
When I request to add an agent to a listing, it would be nice to be given a reason why the agent can't be updated
4 votes -
Timeline in Chronological Order
When logging activities in the timeline of an associate or recruit in command mc or in the contact record of command, if you are manually logging multiple items in the same day, they do not stay in order. For example:
The Order Activities are Entered:
Text 1(sent)
Text 2 (Received)
Text 3 (sent)The order they are shown in the timeline is as follows:
Text 2 (received)
Text 3 (sent)
Text 1 (sent)This makes it very difficult to follow notes, texts, conversations being logged. The activities should be in the order entered
4 votes -
Create Task in Tasks Tab
I'd love to create a task for my recruits - no button available like in regualr Command
4 votes -
KW Connect Reports Status Tracker
Every month during transmittal time we have the 3 days we wait for transmittal to finish, then have to wait and check, wait and check, wait and check to see if report are finished. By now I assume you have the statistical data to know how long the report monster takes to churn out the millions of PDF reports. What if... you had a status tracker (just like the Dominos Pizza app) that shows you a progress bar from Transmittal Day 1 to Final Report delivery showing estimated time and current status!?!?!?
4 votesFYI, KW Connect Reports are always uploaded before the 7th business day of the month, so even though we don't have an exact time, know that they will always be up by that point! :)
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Filter by Pipeline Stage
Currently you can only filter by The Big Phases, like Cultivate. If you could filter by Pipeline stage it would be easier to grab recruits in different stages for different smart plans instead of having to go through them one by one. For example I have two different stages in cultivate "Follow Up Mets" and "Follow Up Haven't Mets" and the people in each are going to be on two different SPs.
4 votes -
Customize Recruit Card Information in Pipeline
When I click into my recruit pipeline I would love to have the ability to change what information is on the recruit "card" from the pipeline view. The visual is super helpful. When i'm doing follow-ups the easiest way is for me to copy and paste their number or email and then send them a quick text from my personal email or phone. I would also like to see appointment date as an option to select the date for the appointment scheduled field that would show up on the primary card. I keep track of appointments on my Google calendar,…
4 votes -
Customize Commission Request Fields
As a Market Center, we need the same customization functions in Cloudmore/Commissions that we had with Greensheets.
In Greensheets we are able to add required fields to the forms agents use to submit their greensheets/commission requests. In Command, this is not an option for us. This is causing us massive operational problems.
The fields in commissions is not a one size fits all situation. We need the ability to customize these fields per each Market Center. KWRI created the ability to customize checklist for compliance. This same function should be extended to the MCA's for commission requests. Not having this…
4 votes -
Command Integration with Broker Wolf/ Lone Wolf
Our Canadian Market Centres are hesitant to integrate opportunities into Command as the current workflow is more efficient. Currently when we load a transaction into Nexone it sinks with BrokerWolf/Lonewolf then with WinMore. 1 Input and done. If we remove Nexone and integrate into Command we have to recreate each and every transaction in BrokerWolf/ Lonewolf which doubles the current workload in a transaction for our agent or our back office at the market centre.
Most market centres want to stick with Nexone to save the workload.
4 votes -
Customize MAPS Coaches' CommandMC Access
As MAPS Leadership Coaches, our coaching will be more accurate and effective if we had the ability to have view only access to our leadership client's Command MC.
4 votes -
Tagging Associates Auto-Tags Opportunities
As a market center with a business center it would be IMMENSELY helpful to be able to tag associates (rather than individual opportunities so that they autopopulate every opportunity) with a location (MC vs BC) ID tag in order to sort as closings are processed.
4 votes -
Follow-Up Tasks after Task Completion
Would like to be able to assign a follow up task for another member of our Leadership Team to contact an Agent. Example: When I am on a call with an Agent-- if I hear they need help with Tech, I want to assign the MCTT a task to follow up with Agent.
4 votes -
Allow Attachments in Tasks
We need to have Attachments in the tasks for Associate records. We need to be able to add Team Agreements and other task related documents.
4 votes -
Request for Enhancement: Correct Classification of Solo Agents in Top Associates Report
A discrepancy has been identified in the "Top Associates Report" where Solo Agents are being misclassified. This occurs when a Solo Agent is configured as a "Team" within the Team Management system, despite the team's only other member(s) being an Unlicensed Admin. As a result, the reporting tool incorrectly places these individuals under the "Teams" or "Groups" category, rather than classifying them as "Solo Agents."
This misclassification appears to stem from a lack of seamless data integration between the Reporting Tool and the Team Management system. The reporting logic currently identifies an agent as part of a team solely based…
3 votes
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