Settings and activity

135 results found

1. Vendor Tax IDs Report in Standard Reports

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   tell us more  ·  1 comment  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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   Karin Haubold supported this idea  ·  Jul 12, 2024

2. Allow Only MCA and AMCA to Hit Month End Close Button

   106 votes

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   in the backlog  ·  13 comments  ·  CommandMC » Admin Applet  ·  Delete…  ·  Admin →
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   Karin Haubold supported this idea  ·  Jul 12, 2024

3. Incorporation Name for Associate in Financials Tab

   17 votes

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   under review  ·  0 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Karin Haubold supported this idea  ·  Jul 2, 2024

4. Show Expiration Date on Compliance Request Cards

   10 votes

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   under review  ·  1 comment  ·  Command » Documents and Compliance  ·  Delete…  ·  Admin →
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   Karin Haubold supported this idea  ·  Jul 1, 2024

5. Attach W9 to Vendors

   123 votes

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   under review  ·  4 comments  ·  CommandMC » Admin Applet  ·  Delete…  ·  Admin →
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   Karin Haubold commented  ·  Jun 29, 2024  ·  Edit…  ·  Delete…

   AND, to NOT allow fake EIN numbers to be used. Just had an agent submit 00-0000000 for a co-broker 🤦‍♀️

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   Karin Haubold supported this idea  ·  May 21, 2024

6. Notification Bubble for Notes Added to Transactions

   59 votes

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   under review  ·  2 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Karin Haubold supported this idea  ·  Jun 24, 2024

7. Sort Transactions by Submitted Date and Closed Date

   52 votes

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   under review  ·  7 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Karin Haubold supported this idea  ·  Jun 24, 2024

8. Link to Commission Tab in Transaction Details

   49 votes

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   under review  ·  3 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Karin Haubold supported this idea  ·  Jun 24, 2024

9. Track Referrals in Opportunities

   208 votes

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   in the backlog  ·  35 comments  ·  Command » Referrals  ·  Delete…  ·  Admin →
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   Karin Haubold commented  ·  Jun 24, 2024  ·  Edit…  ·  Delete…

   and Create a Referral Type Opportunity - AND link it to the referral portal

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   Karin Haubold supported this idea  ·  May 21, 2024
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   Karin Haubold commented  ·  May 21, 2024  ·  Edit…  ·  Delete…

   Ideally, this should be linked from the Referrals applet from the agent side. And then the agent can track the transaction from their clients

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10. MC Training Calendar

    39 votes

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    working on it  ·  6 comments  ·  Connect » Events  ·  Delete…  ·  Admin →
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    Karin Haubold supported this idea  ·  Jun 24, 2024

11. Download Current Listings as CSV

    9 votes

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    under review  ·  0 comments  ·  CommandMC » CommandMC Listings  ·  Delete…  ·  Admin →
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    Karin Haubold supported this idea  ·  Jun 24, 2024

12. Customize/Limit Role Access within CommandMC

    26 votes

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    working on it  ·  3 comments  ·  CommandMC » Admin Applet  ·  Delete…  ·  Admin →
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    Karin Haubold supported this idea  ·  Jun 12, 2024

13. Automatically Upload DA to Opportunity's Closed Documents

    127 votes

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    under review  ·  8 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Karin Haubold supported this idea  ·  Jun 12, 2024

14. Sort by "Submitted" in Transactions Table

    76 votes

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    in the backlog  ·  4 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Karin Haubold supported this idea  ·  Jun 12, 2024

15. Create CSV Summary Report for Deposits

    92 votes

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    under review  ·  8 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Karin Haubold supported this idea  ·  May 21, 2024

16. Provide a "Reject" Option for Termination Requests

    188 votes

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    30 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    tell us more  ·  Adminalainahebert (Product Specialist, Keller Williams Realty) responded

    Would it be helpful to have a warning message when agents request a termination to let them know that this is only used when the contract falls apart, and that this is not meant for editing Commission Requests?

    Karin Haubold supported this idea  ·  May 21, 2024

17. MC Exclusive Listings Widget on Dashboard

    180 votes

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    tell us more  ·  57 comments  ·  Command » Homescreen  ·  Delete…  ·  Admin →
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    Karin Haubold supported this idea  ·  May 20, 2024

18. Add Custom Fields for Associates

    18 votes

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    3 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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    tell us more  ·  AdminAriel Kimmel (Director of Labs, Keller Williams Realty) responded

    Where would you expect to see these custom fields in the Associate record? Would it be on a specific tab, on the left sidebar, etc? Where would you set up these custom fields (ex: in the Admin Applet)? Who would be allowed to create and edit these custom fields? Would they need to be marked as required?

    Please let us know so that we can work on ideating this for you!

    Karin Haubold supported this idea  ·  May 17, 2024

19. Hyperlink Transaction Numbers to Transaction in Reports

    102 votes

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    1 comment  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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    under review  ·  Adminalainahebert (Product Specialist, Keller Williams Realty) responded
    Karin Haubold supported this idea  ·  May 17, 2024

20. Allow Only MCA and AMCA Roles to Edit Transactions

    92 votes

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

    We are working on a permissions-based enhancement to Transactions; however, these permissions will likely be a little higher-level than editing transactions!

    Karin Haubold supported this idea  ·  May 17, 2024