345 results found
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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 -
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 -
Completing Tasks should prompt activity logging
I know there are several others here about tasks - however when working from the task manager > other tasks in Command MC, it takes too many clicks to make sure a completed task logs an activity. It should prompt every time an individual task is completed, whether from the task manager screen or inside the recruit/associate card.
Currently clicking "complete task" in the task manager view does not prompt to log activity, which creates too many clicks to log the activity, make sure the task is marked completed, then not lose your place in the task list.
8 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 -
Onboarding Invitation Email and Documents Personalization per Market Center
Market Centers have specific documentation and questions they would like to include in the Onboarding process for new Associates. Adding forms, custom questions, and the ability to customize the Onboarding email that is sent is requested.
34 votes -
Notes when completing a task
It would be really helpful to have a section for adding notes to a task before marking it as complete. Right now, we have to go back into the agent's profile to add notes after completing a task, which adds extra steps. It would also be great if the task notes could automatically feed into the notes section to make everything a little smoother and more organized.
8 votes -
Show Production Reports in Associate Record
It would make it a lot easier to have their production within their profile. Our agents sometimes have a quick question regarding their DA and to be more efficient instead of having to search for the property in transactions for an immediate answer, it would be amazing to have it accessible right in their profile. This could also help if an agent may need another copy or simply a breakdown of their production so they can track it as well.
4 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 -
Command MC App
Is it a crazy idea to have CommandMC App, for Leaders to have CommandMC on the go.
2 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 -
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 -
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 -
Opportunity count by phase
It would be wonderful if when I click Filter so that I can select a compliance status, that the unit count would be there to the right again. It's awesome to know how many of each status are waiting for my eyes to review.
4 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 -
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.
35 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 -
31 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 -
Compliance is very slow to open opps, folders and docs
Is something making clicking through compliance opportunities much slower? It's taking too long to open opportunities, folders, and documents since the recent upgrade/change.
3 votes -
2 votes
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