342 results found
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Show Deductions Detail in Commission Tab
Please show the breakdown of "additional deductions" on the commission tab within a transaction. currently, you have to click the "Edit" button to see the individual deductions that make up "Additional Deductions". Thank you!
20 votesCould you tell us more about your workflow surrounding this information? What are you looking to accomplish by seeing this information? It is also available in the Financials tab with listed deductions.
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Add Multiple Versions Icon inside Opportunity Documents Tab beside Events
On the CommandMC Opportunity dashboard, compliance events that have more than one version have a small icon of a clock. It would be so helpful to those doing compliance review if that icon also appeared when reviewing the opportunity next to the name of each compliance event. We use "add version" for back-up offers and rejected offers frequently and need a reminder within the opportunity to check the other versions when multiple exist.
20 votes -
Allow Become User for Command Users
Many apps have options in them where you can see the client's account how they see their account from an admin position. I think this is known as "View As" or "Impersonation"
Salesforce, WordPress does this and so does Circle.io, the community platform.
As Leadership, we frequently need to access an agents account to assist them with something or provide a service. For example, we will go in and schedule a social media post on their behalf as a service or we will attempt to replicate an error so we can record the Loom and submit a ticket. If we…
19 votes -
Show Separate Referral Amounts for Agents on DA
On DAs with outside referrals split between more than one associate, the printed DA no longer adds the amounts together. It would be helpful if the DA had to total amount of the referral being deducted from each associate as one line item on the DA.
19 votes -
Show Confetti at Command Login for Capped Associates
MCA Dept would like a "Send Confetti" to associate who has just capped. When they log into their Command, a "Congratulations You Are Now Capped!"... message appears to celebrate their achievement.
18 votes -
Activity Report and EOM Reports to export to Google Sheets
Would love if we were able to integrate Google Drive so we could have the ability to export a report directly to Google Sheets to save a copy/paste - import step.
18 votes -
Turn off Notifications for KW Fees for DAs
Stop sending out notifications to the agents when KW fees are added the DA. They are getting these notifications, even if you don't add them. They are for the KW Cares, KW Next Gen, and BOLD. I have had several agents contact me freaking out as they have not signed up for these deductions, and we didn't enter anything in for those fields. Just turn it off or if the agent wants to add it, then a notification should be sent in Command that the MCA is notified that the agent added it, and only then. I have had several…
18 votes -
Add "Last Twelve Months" as Date Range Filter Option
when choosing filter for dates...rather than having to select each month for a report showing Last 12 Months, can LTM be an option like selecting last quarter or last month
18 votes -
Vendor Tax IDs Report in Standard Reports
I'd like to be able to run a report showing all the vendor and their associated TaxIDs. I have caught agents entering 00-000000 as the tax id for referrals and when processing commission in transactions there is no way to catch this.
18 votes -
Add Custom Fields for Associates
Ability to add custom fields in an associate record to store additional information such as Key Fob Numbers, Auto Insurance details, association ID numbers, etc
18 votesWhere would you expect to see these custom fields in the Associate record? Would it be on a specific tab, on the left sidebar, etc? Where would you set up these custom fields (ex: in the Admin Applet)? Who would be allowed to create and edit these custom fields? Would they need to be marked as required?
Please let us know so that we can work on ideating this for you!
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18 votes
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Add Transaction Coordinator as Vendor Type
Within Command Vendors, please add an option for Transaction Coordinator. We have 4 outside independent TCs that are commonly used by our agents.
As Command is now, every time they fill in their info in the Commission opportunity section, it's duplicating records.
18 votes -
Appointments Reminder Modal during Month End Close
I would love to see a prompt when you close the month asking if your appointment numbers are correct before actually closing the month. All other sections - # of contracts, listings, agent count, CO$ - they all tie back to something else but appointments do not. I miss being able to double check that part like Winmore used to ask us.
17 votes -
Email Designs in CommandMC
For CommandMC email designs there is no option for pretty email designs and just text only. Would love to see a feature to import email designs into CommandMC.
17 votes -
Allow Rainmakers to Cover Team Member Caps
We have a team that pays royalty for their agents. We have been doing this through Deductions as a negative deduction in Winmore on the Agent side and a regular deduction on the Rainmaker side. How do we reimburse the agent for the deduction
16 votes -
Send Notification Button for Associates with Pending Transactions
Easy Button for pending list follow up so we can push right from the (future) pending list in Command. Agent gets a notification on phone asking for status update. It prompts them to change price, date, etc in their opportunity.
16 votes -
Search for an opportunity using the transaction ID
Having the ability to search for the opportunity using the transaction ID would be extremely helpful - the same way we could search by DA # previously.
15 votes -
Bulk Remove Tags
It would be beneficial to have similar bulk options as in Command where applicable. Mainly, I find having the option to Bulk Remove a Tag would be advantageous when going in and cleaning up a pipeline. Otherwise, we're left to going in to each individual card and removing them one by one.
15 votes -
Vested Renewal Report (Including Personal Email Field)
In running a VR Associate report through CommandMC; (I would usually run that report to include their personal email) (since they do not use their KW email).. Unfortunately, the reporting functions filter / "Add" a column does not include a personal email option... only KW email. This would mean, I will need to look up all of the personal emails from CommandMC and manually add them to my downloaded report. Could we please add personal email to report selections. Thank you!
15 votesWe will have options for the Profit Share Renewal Report available for Transactions users before that process begins to ensure it is easy for you all.
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Refer a Co-Broker to KW via Opportunities' Co-Broker
Add option when submitting commission tab for agent to select “Yes I would recommend that this agent join KW” or “No I would not recommend working with this agent” for the co-broker they worked with. A required yes or no box that sends a notification to the TL when checked yes so they know to reach out.
(I believe green sheets used to do this) :)
15 votes
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