Settings and activity

137 results found

1. Sort Listings by Agent Name or Address

   10 votes

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   under review  ·  1 comment  ·  CommandMC » CommandMC Listings  ·  Delete…  ·  Admin →
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   Karin Haubold supported this idea  ·  Jul 24, 2024

2. Add 1099 Agent Income Column

   63 votes

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   under review  ·  8 comments  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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   Karin Haubold supported this idea  ·  Jul 17, 2024

3. Allow MCA to View SSN

   31 votes

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   under review  ·  7 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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   Karin Haubold supported this idea  ·  Jul 12, 2024

4. Vendor Tax IDs Report in Standard Reports

   20 votes

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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

5. 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

6. 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

7. Show Expiration Date on Compliance Request Cards

   11 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

8. 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

9. 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

10. 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

11. 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

12. 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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13. 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

14. 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

15. 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

16. Automatically Upload DA to Opportunity's Closed Documents

    128 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

17. 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

18. Create CSV Summary Report for Deposits

    93 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

19. 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

20. MC Exclusive Listings Widget on Dashboard

    182 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