Settings and activity
9 results found
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26 votes
An error occurred while saving the comment -
16 votes
An error occurred while saving the comment it would be great to be able to "PIN" a few notes to the top of your timeline so that they would always be seen first - for example - a quick BIO - or client status - or reminder of what to talk to them about next
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16 votes
An error occurred while saving the comment In the Contacts applet, create a column showing contacts who are currently on a SmartPlan, were previously on a SmartPlan, or are have never been on a SmartPlan. It can be as simple as a Green, Yellow, or Grey symbol indicating their SmartPlan status, or it could be as complex as showing which SmartPlan they are/were on. (feature common in BT, Brivity, and CINC)
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31 votes
An error occurred while saving the comment System tags have different case formats. "Downline" is capitalized and "collaborator" isn't. It's definitely a little thing but I promise the High C's out there will love fixing it.
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18 votes
An error occurred while saving the comment having the couples last name twice on the label is unprofessional and other softwares can do this (according to agent)
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20 votes
An error occurred while saving the comment When adding a new contact by adding them as a relationship on another contact card, I want to be able to easily add basic contact details to the new contact without having to leave the screen (either give them the same email/phone as the other contact, or allow me to add email/phone)
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9 votes
An error occurred while saving the comment Add a "Mail" and "Social" Interaction Type to Contact Activities menu.
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14 votes
An error occurred while saving the comment As an agent, I'd like to quickly fire off a text via Twilio to multiple contacts via bulk action. I would like each one to feel personalized with the use of the merge field for contact first name, without having to build out a SmartPlan and add those contacts to it.
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29 votes
AdminLainee Hooks (Admin, Keller Williams Realty) supported this idea ·
Mailing label export is a struggle. We run into duplicates (due to contact relationship connections), and also the label themselves do not export in a sortable method or sorted order. We would love to be able to sort labels by last name, etc. to double check for duplicates or errors.