Settings and activity

32 results found

1. Contact - status of tasks

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   under review  ·  0 comments  ·  Command » Contacts  ·  Edit…  ·  Delete…  ·  Admin →
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   Cassie Scramlin shared this idea  ·  Jan 12, 2026

2. opportunity notes

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   under review  ·  0 comments  ·  Command » Opportunities  ·  Edit…  ·  Delete…  ·  Admin →
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   Cassie Scramlin shared this idea  ·  Oct 23, 2025

3. Filter by HOA

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   under review  ·  0 comments  ·  Consumer App and Websites » Agent Sites  ·  Delete…  ·  Admin →
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   Cassie Scramlin supported this idea  ·  Oct 1, 2025

4. flow chart if/then smartplans automation

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   in the backlog  ·  6 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Cassie Scramlin supported this idea  ·  Jun 19, 2025

5. support button

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   under review  ·  0 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Cassie Scramlin shared this idea  ·  May 13, 2025

6. Add multiple relationships

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   under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Cassie Scramlin supported this idea  ·  Mar 31, 2025

7. Add more than 3 relationships on a contact

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   under review  ·  1 comment  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Cassie Scramlin supported this idea  ·  Mar 31, 2025

8. Allow Spouse Contacts to Share Email

   8 votes

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   under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Cassie Scramlin supported this idea  ·  Mar 31, 2025

9. Check Contact Phone Numbers against Do Not Call List

   42 votes

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   under review  ·  9 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Cassie Scramlin supported this idea  ·  Mar 31, 2025

10. See if contact is opening email from the Contact Page

    25 votes

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    under review  ·  6 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Cassie Scramlin supported this idea  ·  Mar 31, 2025

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

    31 votes

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    under review  ·  11 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Cassie Scramlin supported this idea  ·  Mar 31, 2025

12. Bulk Actions (Complete, Delete, Add Assignee, Add Note, etc.)

    19 votes

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    under review  ·  6 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Cassie Scramlin commented  ·  Mar 14, 2025  ·  Edit…  ·  Delete…

    When looking at the Tasks page, have the ability to mark several tasks completed like we do with Reschedule, Reassign, Change Priority, Archive.

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    Cassie Scramlin supported this idea  ·  Mar 14, 2025

13. duplicate team tags in agent tags

    4 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Cassie Scramlin shared this idea  ·  Mar 4, 2025

14. Tags

    6 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Cassie Scramlin supported this idea  ·  Mar 4, 2025

15. Send from @kw.com Email Address

    219 votes

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    in the backlog  ·  32 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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    Cassie Scramlin supported this idea  ·  Feb 28, 2025

16. Allow Guest Users for Individual Agents

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    working on it  ·  59 comments  ·  Command » Settings  ·  Delete…  ·  Admin →
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    Cassie Scramlin supported this idea  ·  Jul 3, 2024

17. Notify Agent When Missing Required Documents (before Closing Date)

    8 votes

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    under review  ·  0 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Cassie Scramlin supported this idea  ·  Jul 3, 2024

18. Switch Opportunities from Team to Team, Personal, etc.

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    under review  ·  1 comment  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Cassie Scramlin supported this idea  ·  Jul 3, 2024

19. Allow 2+ Contacts Per Opportunity

    49 votes

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    working on it  ·  5 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Cassie Scramlin supported this idea  ·  Jul 3, 2024

20. Allow Merge Tags in Email Subject

    6 votes

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    under review  ·  3 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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    Cassie Scramlin supported this idea  ·  Jul 1, 2024