Settings and activity

88 results found

1. Filtering Opportunities By Tags Effectively

   6 votes

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   under review  ·  1 comment  ·  CommandMC » MC Opportunities  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Nov 10, 2024

2. Expand Email Step Editor

   6 votes

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   in the backlog  ·  3 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Oct 30, 2024

3. Allow Option for SmartPlan Steps to Skip Weekends

   26 votes

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   in the backlog  ·  1 comment  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Oct 30, 2024

4. Add SmartPlan Steps: Add Tags, Remove Tags

   7 votes

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   in the backlog  ·  1 comment  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Oct 30, 2024

5. flow chart if/then smartplans automation

   8 votes

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   in the backlog  ·  1 comment  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Oct 30, 2024

6. Birthday smartplan

   15 votes

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   under review  ·  2 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Oct 30, 2024

7. allow custom smart plan to use birthday information from a Contact’s details

   36 votes

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   under review  ·  15 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Oct 30, 2024

8. Date Based Smartplans

   53 votes

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   in the backlog  ·  12 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Oct 30, 2024
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   Gilles Plourde commented  ·  Oct 30, 2024  ·  Edit…  ·  Delete…

   Being able to send an email, text or assign a task on a specific date, including from a user custom date field.

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9. Add Merge Fields for Agent Information

   32 votes

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   in the backlog  ·  15 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Oct 30, 2024

10. Allowing team members to view the Keller Williams Library when in Smart Plans

    27 votes

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    under review  ·  2 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 30, 2024

11. Send from @kw.com Email Address

    166 votes

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    in the backlog  ·  24 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 30, 2024

12. Include And/Or in Advanced Filters

    3 votes

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    under review  ·  1 comment  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 30, 2024

13. In filters, date created = .

    2 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 30, 2024

14. Make Filters Sticky in Listings

    2 votes

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    under review  ·  0 comments  ·  Command » Listings  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 30, 2024

15. Sticky Filters in Tasks after Opening/Editing Task

    4 votes

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    under review  ·  0 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 30, 2024

16. Bulk Add/Remove Lead Source(s)

    6 votes

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    under review  ·  1 comment  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 30, 2024

17. Filter by Contact Lead Source(s)

    7 votes

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    under review  ·  3 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Gilles Plourde commented  ·  Oct 30, 2024  ·  Edit…  ·  Delete…

    In "Customize Columns" in Contacts, be able to see and select Lead Source as an available column and be able to sort the column once added. Thank you

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    Gilles Plourde supported this idea  ·  Oct 30, 2024

18. Add KWCARES widget to WEBSITES

    35 votes

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    under review  ·  0 comments  ·  Consumer App and Websites » Agent Sites  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 7, 2024

19. MC Exclusive Listings Widget on Dashboard

    165 votes

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    under review  ·  47 comments  ·  Command » Homescreen  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 7, 2024

20. Recurring Event Button for Regular Meetings

    25 votes

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    tell us more  ·  0 comments  ·  Connect » Events  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 4, 2024