343 results found
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Deduction Limit per Total Paid Amount
Deductions. For recurring deductions. There should be a total gross amount. With each transaction any amount paid toward that should reduce that amount until it gets to "zero" and the deduction stops.
31 votes -
Add Associate to More Than One Team
We need to be able to add 1 agent to more than 1 team for multiple reasons.
1 example, I have a licensed admin who splits her time 50/50 between 2 teams. She needs to be on both teams.
2nd exampe, I have multiple teams who use the in house PC program for their new team members. I need to be able to add them onto the team AND onto the ProCoach team.
31 votes -
Allow MCA to View SSN
For the State of MN in order for us to look up agents licenses or do license renewals we need their full SSN and it will be very hard to have to search through agents onboarding paperwork to find their SSN each time we need it.
30 votes -
Customize/Limit Role Access within CommandMC
We would like the ability for the OP to customize/limit the access roles have to CommandMC applets. KWRI would set the standard access points for an assigned role, and the OP would have the ability to remove/limit access to specific applets that may not pertain to that role within their MC. Example, MC Leader role allows edit access to Recruits, Reports, Transactions, Accounting, and … The individuals with MC Leader role in this example MC do not need nor would the OP like for them have edit access to Transactions and Accounting, so the OP can remove access to Transactions…
26 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.
25 votes -
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 -
DAs Print with Signature and Date
When the CDA is printed, include today's date automatically as well as include an uploaded signature based on the user. This would save time from opening the .pdf, adding the date and signature, then re-saving the file.
23 votes -
Include Editor in Timeline Card for Added Note/Activity in Associates
MC leaders and teams have to manually note who is logging the activity/note today
23 votes -
Randomize/Customize Order of Agents on "Our Agents" Page
In the new Market Center sites, the "Our Agents" page is currently set to alphabetical ascending with no way to change it. This means that most agents will NOT be discovered on this page, especially in large Market Centers.
Additionally, many Market Centers have MC investors or leadership who also produce, and some of them have last names that put them at the top or near the top of "Our Agents." This has the potential to put a bad taste in some agents' mouths.
I recommend that the Our Agents page be set to random order by default in fairness…
23 votes -
Push Notifications for MC tasks
Our staff is being assigned tasks from our Onboarding Smartplans, but our staff has to click through to get to the "other tasks". I've seen that you guys are working on making that less clicks. I also think we need a push notification, command notification, or an email to notifiy them that they have a new task assigned to them.
22 votes -
Report field filter by Associate Tag
I would like to utilize Associate Tags to run certain reports each month. Previously, we could track business for different categories (business centers, coaching and mentor clients, recruiter reports) depending on the "Deduction" listed on their associate card even though we would zero out the deduction. We would like to utilize the Associate Tags for these but need to be able to to add this filter to our Custom Reports in KW Command Transactions.
22 votes -
Bulk Remove Deductions from Associates
Right now we can choose who we want to add to a deduction for all or a group of agents, we should have that ability to remove them also. Right now you can only remove one by one
22 votes -
Show Compliance Status in Transaction
Please add a compliance status in Commission Requests for those of us who only provide DAs when compliance is approved.
22 votes -
Display Agent Site URL in Associate Record
We have a new agent that joined our market center and we are in the process of making business cards. We don't have a way to look up his agent website without asking him directly. It's not listed in white pages nor Command MC in his associate card. It would be nice to have the agent website address listed in Command MC under the contact information section instead of having to ask the agent for their KW Website Address.
21 votes -
Market Center Wide Deductions
It would be great if a functionality could be added later to apply a deduction to all active agents, so we do not have to manually add agents to MC-wide deductions as we onboard agents.
21 votes -
Custom Recruit/Associate Activity Types
Currently- the activity options are solely Call, Meeting or Text. Would like an option to log an activity for Email that might not have necessarily been through a campaign. (i.e, an agent conversation)
21 votes -
Associates to Show All Associates in Region for Regional Leadership
The associates section for the region does not currently show all associates for the region and this would be extremely helpful as regional leadership in order to recognize and keep notes as we have conversations.
20 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 -
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 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
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