313 results found
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Custom Permissions for CommandMC
Allow the Compliance Coordinator Role to have access to Transactions. Our transactions processing team needs this to do their job, but they should not have access to all the items an MC Leader has such as our full Recruiting pipeline. Seems silly that the role that is in charge of processing deals and transactions doesn't have access to this part of the program.
11 votesWe are working on custom permission levels for CommandMC users :)
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Sort by Month and Year for any date field
We would like to be able to sort by month easily for any date column in reports. If a date column is added, clicking in the filter box there is a bunch of different ways to sort but there is no field to sort by a specific month. You can click the timeframe and click say all of the September month/year but when you have been open a long time, this is quite time consuming. Adding a tab there for month would be very helpful. I can see a case use for searching by a particular month for every date…
11 votes -
Set a Minimum Amount for Recurring Deductions
With local Cares donations in mind - set a minimum amount for recurring deductions, that allows agents to increase the amount but not go below MC standard.
11 votes -
Compliance Feedback Templates
As a reviewer in compliance it seems I am always always rejecting some items for the exact same thing. It would be nice to go to a clause manager and pick the clause that is already there so we don't need to type it all the time.
11 votes -
Add to SmartPlan Trigger: Associate Activated
This would be used by Market Center Leadership to connect with Associates in the Market Center. It would add people to the smart plan when the associate is activated and vice versa. The value add would be to everyone in the market center, leadership - time savings and another touch to agents, and a value add to the agents.
11 votes -
Target Date for Associate SmartPlans: License Expiration Date
When associate smartplans are available it would be great to have one for license expiration reminders
11 votes -
I'd like to see a tiered structure based on agent count for groups.
In our region, we have alot of Mega groups - think 30+ people. I have in my MCs a bunch of smaller groups (under 10 people) that do impressive numbers but they will never get recognized for awards because the mega teams just outproduce them significantly. I'd like to see us filter our groups based on agent count of the team so that the smaller groups can get some recognition as well.
10 votes -
Delete CommandMC Lead Sources
This should apply to recruits and track through to associates. Command MC should have the ability to delete custom recruit lead sources. It's like custom tags, when systems change, the available lead sources need to be updated for a cleaner more streamlined systems.
10 votes -
Edit Appointment Types
Love to be able to edit "appointment types" or have "KSCORE" and "KW Prep" added as choices in appointment types
10 votes -
Bulk Download of Agent 1099 Report
I love the new 1099 Report for agents! I want to share them with my associates. Right now, you have to click into every report for download and when you go back to the list, you have to CLICK the prior year and SCROLL every single time rather than to where you left off.
We have 440 agents, and this will be SO time consuming. In a perfect world, we could bulk download the PDFs with names. And if we could just open the link in a new tab OR go back to where we left off on the back…
10 votes -
Automatically Name Reports Downloads
Every report when downloaded as a CSV is just titled widget. I have to go in and manually change the name to know what it is. It would be helpful if it was automatically named the report name and the date. At minimum having the report name would help a lot!
10 votes -
SmartViews for Transactions
When in the Transaction Screen, all the ones that need action taken, should be at the top (Submitted, Resubmitted, and Request for Termination. Closed and Terminated should be at the bottom. Or have settings that we can set as our default, and it opens that screen as we have set up as our default view every time we go in there.
10 votes -
Sort Listings by Agent Name or Address
We have agents in multiple MLSs so we have to manually remove any duplicate listings from the Listings adjutment tab in Transactions or else our reports are wrong. Currently we are unable to sort the data on the Listings tab by agent name or property address, nor can we export this list into Excel to sort it manually.
10 votes -
Add CO$ and Royalty Anniversary Date Column
Add the ability to see an associate's Company Dollar and Royalty cap reset dates as a column (row) option to Reports. This will help us see who is on the verge of resetting on their cap when we near month end, so that we can make adjustments to their CDAs as needed.
10 votes -
More Custom Tag Colors
Ability to add more colours to Custom Tags in CommandMC
10 votes -
Add Agent to Same Side Twice
We should be able to add the same agent more than once on the same side of the transaction.
10 votesPlease provide a use case for this request so that we can best understand the need for this! Thank you.
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Date and Time Stamp for All Opportunity Comments
Each message should have a date and time that it was sent. Currently, the last message is the only one that is visible. When trying to look for dates that the Market center has looked for messages i.e. dates deposit checks were received, it is not there because it is not the last message.
10 votes -
Allow Typing in License Dates for Joining Portal
When new associates are inputting their lic information in the Join in Process part - they input their license dates, YET THE CALENDAR DOES NOT LET YOU TYPE IN DATE - you have to CLICK THROUGH EACH MONTH TO FUTURE YEARS. Why cant the calendar accept a typed in date?
10 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)
10 votes -
Have the ability to Sign documents in the Private Folder of an Opportunity
We need a space where private documents need to be uploaded and signed by the Broker of Records. This ability exists in the three other folders, Listed, Under Contract and Closed. The user can simply select an uploaded document and then click "Sign documents" at the top of the page.
9 votes
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