Settings and activity
65 results found
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6 votes
An error occurred while saving the comment 
Brianna Flynn
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14 votesBrianna Flynn
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14 votesBrianna Flynn
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207 votesBrianna Flynn
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21 votes
An error occurred while saving the comment Brianna Flynn
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I know adding a whole HTML email editor is a huge ask due to it needing a whole program/applet. What I would love to see is the ability to send html emails. Most of our market centers have the ability to create html emails in other apps that we already pay for, if we could take that html and just load it into the smartplan, it would be so helpful.
Brianna Flynn
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10 votesBrianna Flynn
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9 votesBrianna Flynn
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9 votesBrianna Flynn
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64 votesBrianna Flynn
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13 votesBrianna Flynn
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106 votesBrianna Flynn
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16 votesBrianna Flynn
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119 votes
An error occurred while saving the comment Brianna Flynn
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This would be amazing.
Brianna Flynn
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16 votes
An error occurred while saving the comment Brianna Flynn
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We are told that we should have an independent back up of our files, but the ability to do this is incredibly difficult and time consuming.
Brianna Flynn
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23 votesBrianna Flynn
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2 votesBrianna Flynn
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10 votes
An error occurred while saving the comment Brianna Flynn
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I have many agents who have recently left Command to Follow Up Boss because of their dailer. It is very simple to make and record calls in FUB and it now even listens to the calls and takes notes.
Brianna Flynn
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136 votes
An error occurred while saving the comment Brianna Flynn
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This is my most requested item from agents.
Brianna Flynn
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8 votesBrianna Flynn
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6 votes
An error occurred while saving the comment Brianna Flynn
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I’d love to see an option in CommandMC to remove assignees en masse. Ideally, there would also be a prompt during leadership offboarding that offers to either remove their assignments or transfer them to a new leader. I understand some market centers might want to keep those relationships intact for follow-up or reassignment, so having flexible options—like transferring to a current TL or choosing which assignees to retain—would be incredibly helpful.
The problem I’m trying to solve is that former leaders, even those no longer with the brokerage or now at competing firms, are still showing up as assignees. This creates confusion about who’s responsible for which contacts and tasks. On top of that, when a long name is listed, it can visually hide the names of other assigned users, making it harder to quickly identify ownership. There’s also no way to filter or sort by assignee who have left leadership positions, just the current leadership roster can be filtered, so the cleanup becomes a manual, repetitive task.
I solved this by having my VA manually click into each record, edit, save, and repeat—but across thousands of contacts, it was very time consuming. A batch action tool or even just filter functionality would go a long way.
In my case, I manage three market centers with a over 10,000 recruits and we aren't a large market. This issue affects all of them, and right now, the only way to stay on top of it is with hours of tedious manual work. Streamlining this process would be a huge time-saver and would improve clarity and data accuracy across the board.
Brianna Flynn
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Or even making the ability to record an email manually on the timeline would be so helpful especially for documenting disciplinary or clarification conversations.