Settings and activity

28 results found

1. On "My Profile" - change title "First Date Licensed" to "KW Join Date" or something similar so this field is not confusing.

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   under review  ·  1 comment  ·  Command » Command App  ·  Delete…  ·  Admin →
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   Chuck Morris supported this idea  ·  Jul 8, 2025

2. Compliance

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   under review  ·  0 comments  ·  Command » Opportunities  ·  Edit…  ·  Delete…  ·  Admin →
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   Chuck Morris shared this idea  ·  Jul 8, 2025

3. Date-Based Smartplans

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   in the backlog  ·  46 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Chuck Morris commented  ·  Jun 16, 2025  ·  Edit…  ·  Delete…

   Need the SmartPlan to be triggered off a date provided (such as a Birthday) - we send birthday cards and mid-year follow up text messages to 100s of agents. We would love to add the agent and then the platform would base the steps off the days since birthday for mid-year follow ups.

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   Chuck Morris supported this idea  ·  Jun 16, 2025

4. Google Authenticator App

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   under review  ·  0 comments  ·  Command » Settings  ·  Edit…  ·  Delete…  ·  Admin →
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   Chuck Morris shared this idea  ·  Jun 6, 2025

5. Sort SmartViews in Order

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   under review  ·  0 comments  ·  Command » Contacts  ·  Edit…  ·  Delete…  ·  Admin →
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   Chuck Morris shared this idea  ·  May 16, 2025

6. use any carrier to make call, open phone, google voice, anything

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   under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Chuck Morris supported this idea  ·  May 16, 2025

7. Ability to add custom types of outcomes for call activites instead of ''we talked'' only

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   under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Chuck Morris supported this idea  ·  May 16, 2025

8. Ability to have a further drop down in "New Activity" for Calls, For Attempted Contact, No answer, Voicemail, etc...

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   under review  ·  1 comment  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Chuck Morris commented  ·  May 16, 2025  ·  Edit…  ·  Delete…

   The original Labs version of a call as a New Activity looked very much like the request being made. We need to be able to say if call was answered, no answer or if a voice message was left.

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   Chuck Morris supported this idea  ·  May 16, 2025

9. Bulk Tag All Contacts (Not Just Contacts on Current Page)

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   under review  ·  5 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Chuck Morris supported this idea  ·  May 16, 2025

10. phone numbers. Make it possible to post the same number on multiple contracts as that is a reality

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    under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Chuck Morris supported this idea  ·  May 16, 2025

11. Edit a past Activity

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    under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Chuck Morris supported this idea  ·  May 16, 2025

12. Upload Documents into Contacts

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    under review  ·  3 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Chuck Morris supported this idea  ·  May 16, 2025

13. attach notes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Chuck Morris shared this idea  ·  Oct 16, 2024

14. Edit the 'Notes' Associated with an Activity

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    under review  ·  3 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Chuck Morris supported this idea  ·  Oct 16, 2024

15. Allow Formatting in Notes (Bullets, Space Breaks, etc.)

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    under review  ·  10 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Chuck Morris supported this idea  ·  Oct 16, 2024

16. Add Contact to Email List

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    under review  ·  1 comment  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Chuck Morris shared this idea  ·  Aug 19, 2024

17. Check Contact Phone Numbers against Do Not Call List

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    under review  ·  8 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Chuck Morris supported this idea  ·  Aug 19, 2024

18. email lists

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    under review  ·  0 comments  ·  Command » Campaigns  ·  Delete…  ·  Admin →
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    Chuck Morris shared this idea  ·  Aug 19, 2024

19. Sort Mailing Labels Alphabetically

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    in the backlog  ·  5 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Chuck Morris supported this idea  ·  Aug 19, 2024

20. Auto-Populate Tax Data to DocuSign Rooms

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    under review  ·  0 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Chuck Morris supported this idea  ·  Jul 31, 2024