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Settings and activity

117 results found

  1. Recurring Event Button for Regular Meetings

    26 votes

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    tell us more  ·  0 comments  ·  Connect » Events  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  2. Vendors

    5 votes

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    under review  ·  0 comments  ·  CommandMC » MC Compliance  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  3. Improve the new Compliance Viewer Filters and Queue

    44 votes

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    under review  ·  7 comments  ·  CommandMC » MC Compliance  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  4. Upload Files into Associate Records

    67 votes

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    under review  ·  14 comments  ·  CommandMC » Associates  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  5. Timeline in Chronological Order

    4 votes

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    under review  ·  0 comments  ·  CommandMC » Associates  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  6. Bulk Action: Move Phase/Stage Recruits

    8 votes

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    under review  ·  0 comments  ·  CommandMC » Recruits  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  7. Display Agent Site URL in Associate Record

    21 votes

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    under review  ·  2 comments  ·  CommandMC » Associates  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  8. Optimize KW Invitation for Mobile

    7 votes

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    under review  ·  1 comment  ·  CommandMC » Recruits  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  9. Transfer Recruit to Another MC

    6 votes

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    under review  ·  0 comments  ·  CommandMC » Recruits  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  10. Notification for SmartPlan Ending in Error

    3 votes

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    in the backlog  ·  1 comment  ·  Command » Messaging and Notifications  ·  Admin →
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    Kulani Paikuli commented  · 

    We need some kind of notification when SmartPlans fail to send for any reason. I have added several KSCORE recruits to the SmartPlans, and have to look at their Timelines to discover whether my SmartPlan is actually reaching them after they inform me that they haven't received anything. I would prefer the system to help us be a bit more proactive so we can correct problems before our recruits say they haven't heard from us.

    Kulani Paikuli supported this idea  · 

  11. Delete Recruit Tags Created by Prior Leadership

    53 votes

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    under review  ·  5 comments  ·  CommandMC » Admin Applet  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  12. Target Date for Associate SmartPlans: License Expiration Date

    12 votes

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    under review  ·  2 comments  ·  CommandMC » SmartPlans  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  13. unsubscribe

    6 votes

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    under review  ·  1 comment  ·  CommandMC » SmartPlans  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  14. Email Designs in CommandMC

    15 votes

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    under review  ·  6 comments  ·  CommandMC » SmartPlans  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  15. Co-Op Smart Plan

    8 votes

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    under review  ·  1 comment  ·  CommandMC » SmartPlans  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  16. Send Mass Texts to Associates

    120 votes

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    under review  ·  15 comments  ·  CommandMC » Associates  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  17. Allow Any Name in Referral Field

    2 votes

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    under review  ·  1 comment  ·  CommandMC » Recruits  ·  Admin →
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    Kulani Paikuli commented  · 

    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.

    Kulani Paikuli supported this idea  · 

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

    6 votes

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    under review  ·  0 comments  ·  CommandMC » Recruits  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  19. Custom Permissions for CommandMC

    12 votes

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    1 comment  ·  CommandMC » Transactions  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  20. Include Editor in Timeline Activity

    8 votes

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    under review  ·  0 comments  ·  CommandMC » Recruits  ·  Admin →
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    Kulani Paikuli supported this idea  · 
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