Settings and activity

23 results found

1. Need the ability to add pdf files to a Contact

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   under review  ·  1 comment  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Chuck Morris shared this idea  ·  Oct 21, 2025

2. 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

3. Compliance

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

4. Date-Based Smartplans

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   in the backlog  ·  51 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

5. Google Authenticator App

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

6. 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

7. 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

8. 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

9. 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

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

    16 votes

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

11. 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

12. Edit a past Activity

    24 votes

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

13. Edit the 'Notes' Associated with an Activity

    18 votes

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    under review  ·  4 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Chuck Morris supported this idea  ·  Oct 16, 2024

14. 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

15. Add Contact to Email List

    14 votes

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

16. Check Contact Phone Numbers against Do Not Call List

    38 votes

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    under review  ·  9 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Chuck Morris supported this idea  ·  Aug 19, 2024

17. email lists

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

18. Sort Mailing Labels Alphabetically

    26 votes

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    in the backlog  ·  7 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Chuck Morris supported this idea  ·  Aug 19, 2024

19. Add "Add Document" Button to Bottom of Documents Checklist

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

20. Allow 2+ Contacts Per Opportunity

    47 votes

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    working on it  ·  5 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Chuck Morris supported this idea  ·  Jul 31, 2024