Settings and activity

118 results found

1. Recurring Event Button for Regular Meetings

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   tell us more  ·  0 comments  ·  Connect » Events  ·  Delete…  ·  Admin →
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   Kulani Paikuli supported this idea  ·  Apr 10, 2025

2. Vendors

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   under review  ·  0 comments  ·  CommandMC » MC Compliance  ·  Delete…  ·  Admin →
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   Kulani Paikuli supported this idea  ·  Apr 10, 2025

3. New Compliance Applet - Add back Filter by Compliance Event

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   under review  ·  10 comments  ·  CommandMC » MC Compliance  ·  Delete…  ·  Admin →
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   Kulani Paikuli supported this idea  ·  Apr 10, 2025

4. Improve the new Compliance Viewer Filters and Queue

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   under review  ·  4 comments  ·  CommandMC » MC Compliance  ·  Delete…  ·  Admin →
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   Kulani Paikuli supported this idea  ·  Apr 10, 2025

5. Documents Tab for Associate Card

   31 votes

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   under review  ·  2 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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   Kulani Paikuli supported this idea  ·  Apr 10, 2025

6. Timeline in Chronological Order

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   under review  ·  0 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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   Kulani Paikuli supported this idea  ·  Apr 10, 2025

7. Bulk Action: Move Phase/Stage Recruits

   7 votes

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   under review  ·  0 comments  ·  CommandMC » Recruits  ·  Delete…  ·  Admin →
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   Kulani Paikuli supported this idea  ·  Apr 10, 2025

8. Display Agent Site URL in Associate Record

   21 votes

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   under review  ·  2 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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   Kulani Paikuli supported this idea  ·  Apr 10, 2025

9. Optimize KW Invitation for Mobile

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   under review  ·  1 comment  ·  CommandMC » Recruits  ·  Delete…  ·  Admin →
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   Kulani Paikuli supported this idea  ·  Apr 10, 2025

10. Transfer Recruit to Another MC

    6 votes

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    under review  ·  0 comments  ·  CommandMC » Recruits  ·  Delete…  ·  Admin →
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    Kulani Paikuli supported this idea  ·  Apr 10, 2025

11. Add notifications when SmartPlans are unsuccessful

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    under review  ·  0 comments  ·  CommandMC » SmartPlans  ·  Edit…  ·  Delete…  ·  Admin →
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    Kulani Paikuli shared this idea  ·  Apr 7, 2025

12. Delete Recruit Tags Created by Prior Leadership

    50 votes

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    under review  ·  5 comments  ·  CommandMC » Admin Applet  ·  Delete…  ·  Admin →
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    Kulani Paikuli supported this idea  ·  Mar 11, 2025

13. Target Date for Associate SmartPlans: License Expiration Date

    10 votes

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    under review  ·  2 comments  ·  CommandMC » SmartPlans  ·  Delete…  ·  Admin →
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    Kulani Paikuli supported this idea  ·  Feb 20, 2025

14. unsubscribe

    3 votes

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    under review  ·  0 comments  ·  CommandMC » SmartPlans  ·  Delete…  ·  Admin →
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    Kulani Paikuli supported this idea  ·  Feb 20, 2025

15. Email Designs in CommandMC

    5 votes

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    under review  ·  0 comments  ·  CommandMC » SmartPlans  ·  Delete…  ·  Admin →
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    Kulani Paikuli supported this idea  ·  Feb 20, 2025

16. Co-Op Smart Plan

    8 votes

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    under review  ·  1 comment  ·  CommandMC » SmartPlans  ·  Delete…  ·  Admin →
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    Kulani Paikuli supported this idea  ·  Feb 20, 2025

17. Send Mass Texts to Associates

    107 votes

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    under review  ·  9 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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    Kulani Paikuli supported this idea  ·  Feb 18, 2025

18. allow anyone to be named as recruit referral

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    under review  ·  1 comment  ·  CommandMC » Recruits  ·  Delete…  ·  Admin →
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    Kulani Paikuli commented  ·  Feb 18, 2025  ·  Edit…  ·  Delete…

    With this, it would also be a great idea, if we are designating a referrer who is not a KW member, to have the ability to add contact information for that individual to avoid confusion with someone else who shares the same name, and also to know who to reach out to to thank for the referral and update them on the progression through the recruit pipeline.

    If the recruit was referred by a former KW agent, this would also help us by triggering a win-back conversation with that agent.

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    Kulani Paikuli supported this idea  ·  Feb 18, 2025

19. Update Last Contacted in Recruit or Associate Card with SmartPlan Touch Actions (Email, Task SMS, Touch Task, Call Task)

    5 votes

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    under review  ·  0 comments  ·  CommandMC » Recruits  ·  Delete…  ·  Admin →
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    Kulani Paikuli supported this idea  ·  Feb 18, 2025

20. Custom Permissions for CommandMC

    11 votes

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    1 comment  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    working on it  ·  Adminalainahebert (Product Specialist, Keller Williams Realty) responded

    We are working on custom permission levels for CommandMC users :)

    Kulani Paikuli supported this idea  ·  Feb 18, 2025