347 results found
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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 -
Merge Vendors or Vendor Duplicate Check
We need the ability to merge vendors - or at the very least, prohibit agents from creating multiple. Use the EIN as the check. This is very important for co-brokers
48 votes -
See Command AS user
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…
13 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.
16 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.
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 $50 on the PDF. I would love if it would recognize the same payee, and total the amounts for a cleaner CDA. (A toggle would be phenomenal)
20 votes -
Royalty Cap Filter
We recognize agents when they cap on CO$ + Royalty. Currently the Cap Management Report recognizes when CO$ (specifically) has capped in a given period. I would love to see another filter for Royalty Cap so that we can quickly see who has capped on both. Similar to WinMore "Capped on Company Dollar OR Royalty" Report.
9 votes -
Date Entry in x/x/xx Format
When entering the date, change it to where we don't HAVE to put xx/xx/xxxx. It would be much faster and easier to have it like Acct Edge, where we can put anything like 6.1.24 or 6/1/24 and it pops in 06/01/2024 for us.
31 votes -
Upload Files into Associate Records
When the MCTT is completing a tech audit, would love to see this being uploaded to the Associate contact card like KPA's would.
36 votes -
Capped Associate = Confetti Congratulations!
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.
8 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.
19 votes -
other broker
In the Disbursements area- the Other Brokers should be listed by Brokerage instead of agent name. All of our checks are written to the brokerage. Right now we are forced to go to the opportunity to find the name of the brokerage.
12 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.
13 votes -
Edit Outside Referral Amount
MCA's need to be able to edit the referral amount in the transaction, right now we have to delete it, then add it back in to correct them amount -
29 votes -
Auto-Release Listings on Terminated Commission Requests
Agents that have to terminate a transaction because something changed in their transaction can't link the listing again to the new commission request. It would be helpful to have the feature in Command MC for us to release the original attached listing and attach it to the new request.
32 votes -
Add the Recovery Email Address column to the Associate Dashboard or provide a report of those addresses.
Many agents have an old or inaccessible recovery email address on their associate record. Adding that column to the associate dashboard, or providing a report listing that info, will enable market centers to proactively audit and update these addresses to AVOID a repeat of the password reset issues experienced recently.
11 votes -
Report with Agent CO$ and Royalty Caps
Add columns that show the total paid in Company $ & Royalty so we know when they are getting close to capping.
21 votes -
Create a way for MC Leaders to see the name of an associate's Sponsor in CommandMC
There is currently no way for a leader to see who an associate named as their sponsor until the next month's Profit Share Reports come out. If an associate asks if they selected the correct sponsor, there currently is no way for the leader to verify this.
11 votes -
YTD Closed Transactions per Associate in Standard Reports
We need a report that lists our associates closed transactions, that we can pull for a selected date range. This report should allow us to separate each associate on a new page, and list the totals for the included transactions.
22 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
20 votes
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