265 results found
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AI Summary of Timeline Just like Command
For both Recruits and Associates, it would be beneficial to have an AI summary available for the contact's timeline just like we have in Command. It would make it much easier during handoff's during onboarding or for keeping up to date on Associates at a glance.
2 votes -
Bulk add Activities to Associates
Please allow the ability to Bulk Add "Activities" to associates. This would save oodles of time!
2 votes -
Commission Check Request Alert
Is there any way to make an alert pop up for notes that agents have entered when an MCA goes to complete a commission check request? Another idea would be to put a block on processing the check until the notes are read. We just want to ensure notes are not missed.
Thanks so much!
2 votes -
Merge Notes, Activity, and Timeline Tabs
Would love to merge the notes, activities and timeline. During lead gen, we put our conversation notes in the actual Notes section whether it's an email, call, or text. Now that Activities are being tracked, we are adding that second step. Unfortunately, the activities don't show up under Notes. They only show up under Timeline. Would love if these sections could be merged to avoid confusion and duplication.
2 votes -
Pathway in Opportunities
Since Command was started, inside an Opportunity, on the Documents tab, we were able to click a link above the name of the Opportunity (upper left corner) labeled something different than it is now and I can't remember the original label - maybe "Back" or "Opportunities" that made it very easy to go back to searching for the next Opportunity to work on. Now it says "Compliance".
I realize that I can click on the Opportunity icon in the left margin and use that to find an Opportunity, however, if I have the screen split (Dotloop on one open side,…
2 votes -
Show Production Status in Associates Table
Display the associate's production status in the dashboard - an easy way to see if the associate is active, referral only, or an admin. This would minimize the clicks we'd have to make to verify.
2 votes -
Easier Report Downloads
Can we just have a simple download like KWConnect used to? PDF and CVS/Excel options are still great. However, the amount of steps I have to go through to download one report is a huge time waste.
2 votes -
Bulk Action: Remove from Pipeline
Add a bulk "fall out" action to move recruits out of the pipeline
2 votes -
Show KWRI Expenses in Command (MAPS, Events, Trainings, Marketplace)
I would like a portal for the agent to see all of their KWRI expenses - MAPS/EVENTS/TRAINING/MARKETPLACE with name, date charged, etc. There is not one place for them to collect that information at year end currently and they have to email multiple departments to get their expenses
2 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 -
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 -
Unsubscribe for contacts on their behalf
I wish there was an option in more options to unsubscribe a contact.
I have a contact who replied to an email asking me to unsubscribe them. I want to unsubscribe them on their behalf, but am unable to do so. I don't want to have to send them another email telling them to unsubscribe, I would rather just do it for them.
Unsubscribing this way also helps unsubscribe rates.
3 votes -
Bulk Action: Edit License Expiration Dates
In my state, all licensees have the same expiration date and renew their licenses at the same time every 2 years. It would be helpful to be able to bulk edit license expirations so I can change the date for every agent in one click, instead of going into every single associate, changing the date, saving it, then scrolling back down the associate list to the next person, repeat...thank you :)
2 votes -
have a tag on the associate profile that says they are on a team
When in an associate profile, have a tag that says they are on a team.
2 votes -
vendor
To be able to edit vendors information. Some things might change or there may be duplicates spelled incorrectly. This is a huge pain. Please fix this.
1 vote -
REPORT PDFS
Ability to download the entire Rankings within a Region Report as one PDF to share with our regional Market Centers. This was previously able to be done in MyKW.
1 vote -
Command directory
In the Offices tab of the new Command Directory - we need the ability to sort by more options - city, state, etc. Also, the legal name would be an awesome addition - and make all of them sortable and add filters
1 vote -
Production tab Associates information in the Command MC on the App
The New command Tab on the App has Associates information, however it does not show the the Productions Insight feature. I would like to see if that could be added.
1 vote -
Provide a drop down menu to filter by year for the Growth Partner report
My market center is currently working on 2025 awards and one of our award categories is "Growth Partner". The current Growth Partner report in CommandMC does not have the ability to filter by dates - it only shows data for the current calendar year. It would be highly beneficial to include a drop down menu for this report so that MCAs can obtain previous year's data.
1 vote -
move the Heatseeker notes out of the Notes and Timeline section into it's own section. The notes I am making get buried in Notes and Timelin
Is it possible to move the Heatseeker notes out of the Notes and Timeline section into it's own section. The notes I am making get buried in Notes and Timeline because of all the Heatseeker entries.
1 vote
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