313 results found
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Map Opp ID and Transaction ID to each other for easier searchablity
Map Opportunity ID and Transaction ID to each other for easier searchability
2 votes -
2 votes
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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 -
Filter by Creator
A Filter and Sort capability for Smart Plans in CommandMC. For example, I might not need to see everyone in Leaderships Smart Plans. Maybe I want to see only the Smart Plans that I have created.
2 votes -
Vendor Activity Tracker (Contributions, Activities, Invitations, Status)
Can we please add an affiliates portal similar to the recruits portal. It would be extremely helpful to be able to track affiliate activities, invitations, and contributions to the market center thru Command MC.
2 votes -
Search in Assignee Field
Normally in command when you go to assign a task, you can start typing the assignees name and suggested names will start populating; however, in Command MC, when you go to assign a task, you can type a name, you have to scroll down to find the appropriate person. Not sure if that's a bug or something that needs to be changed:
https://www.loom.com/share/517afe12fe8f4d5ca0c25745fa20bafb?sid=f7678763-b65f-4615-a2ae-98563f21ce08
2 votes -
Rainmaker of Expansion Team Account Consolidation
The rainmaker of an expansion team should have the ability to work out of one Command account - the ability for the rainmaker to view opportunities in both brokerages.
2 votes -
Imbed IDX Feed into Market Center Site
Our Market Center wants to create a website outside of brandco with other common website builders. We cannot imbed the IDX for listings feed to the website
2 votes -
Delete All Columns Option in Heatseeker Custom Reports
It's time consuming to have to delete all the choices. we should be able to click one button to delete all then choose the one we need. thanks
2 votes -
Adjust Opportunity Table Columns
Allow the Compliance Coordinator to define column order, placeholder sort order, document display (zoom) settings for the Complaince review user.
2 votes -
Opportunity count by phase
It would be wonderful if when I click Filter so that I can select a compliance status, that the unit count would be there to the right again. It's awesome to know how many of each status are waiting for my eyes to review.
1 vote -
Last Submitted Sort
The default sort is the most recent submission on top - I can click the arrow and it toggles to the oldest submitted - once I perform the review and return to the compliance screen. I have to re-sort it again - it wont stay as I set it
1 vote -
courted
KW should buy courted.io - It's a super powerful replacement to Broker Metrics, heatseeker and pipeline with AI built in. Check out a demo with Elena and write a check and integrate into Command
1 vote -
After a Broker fully approves an opportunity folder, an associate can upload a document and change the status of the folder. If the opportun
After a Broker fully approves an opportunity folder, an associate can upload a document and change the status of the folder. If the opportunity folder is locked up after Broker approval, Brokers won't have to go back into opportunity and re-approve the folder. MC compliance status queue will be accurate. Associates can still upload documents into custom folders of the opportunity if needed, which won't change the status of the opportunity.
1 vote -
task
The change to MC Tasks this week has not been a good one. I think the idea was to have it mimic the Agent side, but it's too antiquated. It would be great to have it made simpler with fewer clicks and less filtering required.
1 vote -
Duplicate a Recruit Contact in CommandMC to a Pro-Coach Account in Command
When adding a recruit in commandMC it would be wonderful if there was a check box or option to add recruit to a pro-coach account in command. (for newsletter smartplan options) At this time we are adding recruits in commandMC and then having to go to command and add them again in a pro-coach account. Thank you so much for your time!
1 vote -
Add notifications when SmartPlans are unsuccessful
We need some kind of notification when SmartPlans fail to send for any reason. I have added several KSCORE recruits to the SmartPlans, and have to look at their Timelines to discover whether my SmartPlan is actually reaching them after they inform me that they haven't received anything. I would prefer the system to help us be a bit more proactive so we can correct problems before our recruits say they haven't heard from us.
1 vote -
Add a bulk "fall out" action to move recruits out of the pipeline
Add a bulk "fall out" action to move recruits out of the pipeline
1 vote -
YOY Volume and YOY Units sorting in Command MC Recruits
This brought to me by my OP at my market center. The new update "Find Agent" in Command MC Recruits is great. While a few columns are sortable the YOY Volume and YOY Units columns is not sortable. Making it sortable will allow TL or OP to look at those numbers and see agents with challenge in YOY numbers.
1 vote -
Have a place for Legal Name field in Recruit Card
I have many recruits that come in with a preferred name different than their legal name. For the use of SmartPlans, I put their preferred name in the contact card first and last name area. I then have to make a note of their legal name for future reference. However, having to scroll through the timeline or notes to find the "Legal Name" or having to remember I have that note throws off some of my systems. It would be great to have a Legal Name field like Command Contacts have or even an option to create Custom Fields for…
1 vote
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