314 results found
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Add a column that shows when the task was created
We are looking to clean up our MC Task list and it would be very helpful to see when the task was created so we can identify the tasks that are new and still relevant and tasks that have been outstanding so long that it is no longer relevant.
2 votes -
rotate
Document Rotation (Orientation). Two (2) items: 1) MC Admins used to be able to rotate documents that were submitted in a landscape orientation and review the upload to approve/return the document. Somewhere along the way, there was an update that causes the system to create a new version of a document when you have to re-orient the document before viewing it now (without a notice). I have since discovered that on multiple occasions, I have corrected the orientation of the form, made notes and returned it only to find out the notes left for the agent were on the 1st…
2 votes -
DA List with Subtotals in Reports
I would love a DA equivalent in Standard Reports with subtotals (By Agent & Total.) We can accomplish this by exporting and subtotaling ourselves, and this is a request I receive FREQUENTLY from agents, especially at year-end.
Giving the subtotal option in the initial export would be a MASSIVE time-saver in our daily processes.
2 votes -
Flag a Task from a SmartPlan that the Recruit has been removed from
For certain SmartPlans I manage, I have tasks to follow up with KSCORE students via text to check on their progress or interest in the program. However, when I remove a student from the SmartPlan, the associated tasks sometimes still appear if they were scheduled for that day or a future due date. It would be helpful to have some form of identifier on the task, indicating that the student is no longer on the SmartPlan that originally created the task. This way, if the task still needs to be completed, it remains active, but if it’s no longer necessary,…
2 votes -
Compliance Checklist (added functionality)
Compliance Checklists (Sort, prioritize or hidden option) Can we have an option that allows us at the MC level in the admin section to either: SORT the checklists to PRIORITIZE them based on our MC needs or HIDE outdated/replaced checklists? We do not want to remove old checklists, but the issue we run into is the agent comes into their folder, clicks the drop down and selects the first option they see (even if we rename the checklist to DO NOT USE). So, when we make changes due to our MC or state requirements vital enough that we need to…
2 votes -
Add a Column to show the states an agent is licensed.
Adding a column that shows which states the agents are licensed in. Many in my MC are licensed in two states and sometimes one or both will lapse but we don't have a good way to communicate that to other MC Leaders.
3 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 -
Updated Error Message when Adding Agent to Listing
When I request to add an agent to a listing, it would be nice to be given a reason why the agent can't be updated
4 votes -
Allow Roles to View Sponsorship Tab in Associates
As an MCA, I can see the Sponsorship tab in CommandMC, but my ASC cannot. She works closely in this process. It would be helpful for more people to have this information.
7 votes -
Print Address on Profit Share Statement
Now that the PS statements are only available through report in Command, there are no longer addresses to be able to mail these out. As an MCA that truly helped so they could be folded in the manner we could just mail them to the agents. Now we have to look up each address and fill out an envelope in order to mail them out which all my VR and A associates prefer. Can we please add the address back onto the statements please, to help the MCA's and make it easier for them to get those out promptly?
13 votes -
Hide Agents from "Our Agents" Page
MC Site Admins want options to hide certain MC Associates from dynamically populating on their public-facing MC Site roster page ("Our Agents").
Primary examples are the MC's ProCoach accounts, which are not real "human" Agents.
6 votes -
Show Username for Inactive Associates
After 1099's are released, MCA's receive multiple requests from VR agents asking for their user name so they can log in and access their Profit Share 1099 - PLEASE make this visable to us!
12 votes -
Timeline in Chronological Order
When logging activities in the timeline of an associate or recruit in command mc or in the contact record of command, if you are manually logging multiple items in the same day, they do not stay in order. For example:
The Order Activities are Entered:
Text 1(sent)
Text 2 (Received)
Text 3 (sent)The order they are shown in the timeline is as follows:
Text 2 (received)
Text 3 (sent)
Text 1 (sent)This makes it very difficult to follow notes, texts, conversations being logged. The activities should be in the order entered
4 votes -
Incorporate AI into KW Reports with Prompts
Would be amazing to incorporate and an AI prompt where a team leader or leadership staff member could just type or talk out the parameters of a report and it would spit it out.
2 votes -
The "Close Date" in transactions needs to feed from the Estimated Closing Date in Opportunities
The agent is not able to change the "closing date" in opportunities once submitted. They can change the Estimated Closing Date. When we had WinMore we had to manually go in and change closing dates once they were updated - I was hoping the Command MC would alleviate that process but as it is it actually has made it a longer process. If the Close Date in Transactions would feed from the Estimated Closing Date in Opportunities it would make the Projected Closing report accurate without having to manually change it. Thanks
1 vote -
Blog Page for MC websites
Make the Blog Page that is available in agent and team websites available to MC websites. We have the ability to write a blog but no way to neatly display them. For us, we're planning to use these blog posts to showcase our training classes for the month. We don't want to create a new page for recurring classes, but this method would allow us to select or deselect those we want to feature so agents can see what's going on in the coming weeks for training and then can click for a more detailed description of the class.
3 votes -
Add Mandarin & Cantonese as Language Options
When an agent joins us there is no option for them to select Mandarin or Cantonese as a second language. The only option is Chinese...but there's no such language. It's Mandarin or Cantonese, and they are vastly different languages.
5 votes -
CommandMC Chat Feature to Agents
While I am not certain if an update with these specific features is already being developed, I would like to propose the creation of an integration into command that allows administrators to make market center announcements while also providing a separate chat feature for agent communication. Here are some key reasons why I believe this would be beneficial:
- Centralized Communication: Having a dedicated app for internal communication would provide a single platform where all market center announcements, updates, and important information can be shared. This would streamline the communication process and ensure that agents are always up-to-date with the latest…
8 votes -
2 votes
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Allow Admins to Upload Agent Photos for MC Sites
The Market Center website Agents section looks incomplete because the agents haven't updated their headshot. Please allow admins to upload them. Thank you
15 votes
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