Settings and activity
10 results found
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22 votes
An error occurred while saving the comment -
12 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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7 votes
An error occurred while saving the comment The contact card does not indicate type of phone number at the top or the bottom. You have to go into edit to see that.
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3 votes
An error occurred while saving the comment As an agent, I want to keep track of my clients/contacts on social. Many of the people I know are on TikTok and I'd like to track this info within the contact record.
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15 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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22 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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12 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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12 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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6 votes
An error occurred while saving the comment Add a "Mail" and "Social" Interaction Type to Contact Activities menu.
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17 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.