279 results found
-
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.
25 votes -
Vendor List Export Option - Would like the ability to export the vendor list as a spreadsheet or csv
Would like the ability to export the current vendor list as a spreadsheet or csv file.
3 votes -
3 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.
32 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.
36 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.
20 votes -
3 votes
-
When approving documents the pop up for "your document has been successfully uploaded" stays for too long. I cant click through it
When approving documents the pop up for "your document has been successfully uploaded" stays for too long. I cant click through it like I could the old pop up.
2 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.
5 votes -
Edit Activity Dates in the Timeline
Include a way for us to change the dates of the activity that we submit to the recruit cards & associate cards.
4 votes -
2 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.
4 votes -
AI Summary of Timeline Just like Command
For both Recruits and Associates, it would be beneficial to have an AI summary available for the contact's timeline just like we have in Command. It would make it much easier during handoff's during onboarding or for keeping up to date on Associates at a glance.
2 votes -
A report of agents' production before joining KW and after
We want an easy way to see if their production is up since they have joined our office. This would be a great tool for recruiting as well.
3 votes -
Show Email Sent in Associate Timeline
Now that we can send one-off or bulk emails to Associates from CommandMC (thank you!), when selecting the email from the timeline we should be taken directly to the email sent, just as it happens in the Contacts applet in Command.
6 votes -
Restore Opportunity ID Hyperlink
After the most recent update, the Opportunity ID no longer contains a hyperlink to the Opportunity. This hyperlink was very useful in helping agents and staff locate certain Opportunities. We used to be able to just highlight and copy paste the ID into an email, spreadsheet, etc. which the agent or admin could use to go directly to the Opportunity in question. Now that this hyperlink has been removed, we are no longer able to do this. Please restore the hyperlink in the Opportunity ID in the compliance queue, this was a very useful tool that we no longer have.
3 votes -
offboard
Have a pop up when removing a team member with a required checkbox to confirm that the offboarding considerations in the answers article (link the article) have been completed before removing the team member.
1 vote -
Search for an opportunity using the transaction ID or Opp 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.
16 votes -
Guest User
As a MC, we need the ability to add a Guest User just as teams have that ability. We want to have remote employees that may not have SS# as they are overseas and it is not secure to use the MCA or AMCA access for these employees. PLEASE give us this ability
2 votes -
Make Auditing Opportunities Faster in Command
Right now, when you're auditing files in Command Compliance, you have to exit each opportunity and go back to the main compliance screen before opening the next one. This takes a lot of time—especially when reviewing many files.
My idea is to add "Next" and "Previous" buttons inside each opportunity so you can move from one to the next without going back to the main screen. This would make the process much faster and more efficient.
Why it matters:
Saves time and clicks for compliance coordinators
Speeds up the review process, especially in high-volume offices
Creates a smoother, more user-friendly…
3 votes
- Don't see your idea?