Settings and activity

54 results found

1. Prioritize Preferred Contact Method in Contact Record

   18 votes

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   in the backlog  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Ryan Yarbrough supported this idea  ·  Jun 24, 2024

2. Integrate Referral Network into Contacts

   37 votes

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   under review  ·  5 comments  ·  Command » Referrals  ·  Delete…  ·  Admin →
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   Ryan Yarbrough supported this idea  ·  Jun 24, 2024

3. Ability to Modify Layout of Contact Card

   9 votes

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   under review  ·  4 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Ryan Yarbrough supported this idea  ·  Jun 24, 2024

4. Update Contact's Information after Opportunity is Closed (Home Anniversary, Address)

   27 votes

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   under review  ·  7 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Ryan Yarbrough supported this idea  ·  May 31, 2024

5. Add Merge Fields for Agent Information

   36 votes

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   in the backlog  ·  15 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Ryan Yarbrough supported this idea  ·  May 16, 2024

6. Include Team Emails in Email Reports

   17 votes

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   under review  ·  0 comments  ·  Command » Reports  ·  Delete…  ·  Admin →
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   Ryan Yarbrough supported this idea  ·  May 16, 2024

7. Google Calendar Integration with Tasks

   136 votes

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   in the backlog  ·  20 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   Ryan Yarbrough supported this idea  ·  May 16, 2024

8. Allow Team Admins to View All Opportunities

   35 votes

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   tell us more  ·  6 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Ryan Yarbrough commented  ·  May 16, 2024  ·  Edit…  ·  Delete…

   My OPS person has the ability to see all opportunities. I have their permission set to enhanced. They do not need to be assigned to the opportunity.

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9. Allow Video Attachments in Twilio Texts

   45 votes

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   under review  ·  1 comment  ·  Command » Messaging and Notifications  ·  Delete…  ·  Admin →
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   Ryan Yarbrough supported this idea  ·  May 16, 2024

10. Search Contacts via Map View from Center Point (Farming)

    78 votes

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    under review  ·  12 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Ryan Yarbrough supported this idea  ·  May 16, 2024

11. MC Exclusive Listings Widget on Dashboard

    180 votes

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    tell us more  ·  57 comments  ·  Command » Homescreen  ·  Delete…  ·  Admin →
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    Ryan Yarbrough supported this idea  ·  May 16, 2024

12. Add Photo to Contact Records

    9 votes

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    under review  ·  4 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Ryan Yarbrough commented  ·  Apr 25, 2024  ·  Edit…  ·  Delete…

    I would also add that if they have a social account that it be able to pull a profile photo from a social account or/and the photo be able to be uploaded from a file or import from google account.

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    Ryan Yarbrough supported this idea  ·  Apr 25, 2024

13. Make Pencil Icon More Visible

    4 votes

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    working on it  ·  3 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Ryan Yarbrough supported this idea  ·  Apr 25, 2024
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    Ryan Yarbrough commented  ·  Apr 25, 2024  ·  Edit…  ·  Delete…

    Also make it easier to edit more quickly

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14. Pause SmartPlan after Response to Text

    10 votes

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    under review  ·  0 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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    Ryan Yarbrough supported this idea  ·  Apr 25, 2024