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127 results found

  1. Track Referrals in Opportunities

    207 votes

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    in the backlog  ·  35 comments  ·  Command » Referrals  ·  Admin →
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    Karin Haubold commented  · 

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

    Karin Haubold supported this idea  · 
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    Karin Haubold commented  · 

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

  2. MC Training Calendar

    39 votes

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    working on it  ·  6 comments  ·  Connect » Events  ·  Admin →
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    Karin Haubold supported this idea  · 

  3. Download Current Listings as CSV

    9 votes

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    under review  ·  0 comments  ·  CommandMC » CommandMC Listings  ·  Admin →
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    Karin Haubold supported this idea  · 

  4. Customize/Limit Role Access within CommandMC

    26 votes

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    working on it  ·  3 comments  ·  CommandMC » Admin Applet  ·  Admin →
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    Karin Haubold supported this idea  · 

  5. Automatically Upload DA to Opportunity's Closed Documents

    127 votes

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    under review  ·  8 comments  ·  CommandMC » Transactions  ·  Admin →
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    Karin Haubold supported this idea  · 

  6. Sort by "Submitted" in Transactions Table

    76 votes

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    in the backlog  ·  4 comments  ·  CommandMC » Transactions  ·  Admin →
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    Karin Haubold supported this idea  · 

  7. Create CSV Summary Report for Deposits

    92 votes

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    under review  ·  8 comments  ·  CommandMC » Transactions  ·  Admin →
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    Karin Haubold supported this idea  · 

  8. Provide a "Reject" Option for Termination Requests

    188 votes

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    29 comments  ·  CommandMC » Transactions  ·  Admin →
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    Karin Haubold supported this idea  · 

  9. MC Exclusive Listings Widget on Dashboard

    180 votes

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    tell us more  ·  57 comments  ·  Command » Homescreen  ·  Admin →
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    Karin Haubold supported this idea  · 

  10. Add Custom Fields for Associates

    18 votes

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    3 comments  ·  CommandMC » Associates  ·  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  · 

  11. Hyperlink Transaction Numbers to Transaction in Reports

    101 votes

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    1 comment  ·  CommandMC » MC Reports  ·  Admin →
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    Karin Haubold supported this idea  · 

  12. Allow Only MCA and AMCA Roles to Edit Transactions

    92 votes

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    4 comments  ·  CommandMC » Transactions  ·  Admin →
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    Karin Haubold supported this idea  · 

  13. Show Deposits' Editing History

    55 votes

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    under review  ·  0 comments  ·  CommandMC » Transactions  ·  Admin →
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    Karin Haubold supported this idea  · 

  14. Add Transaction Coordinator as Vendor Type

    19 votes

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    working on it  ·  4 comments  ·  CommandMC » Admin Applet  ·  Admin →
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    Karin Haubold supported this idea  · 

  15. Vital Signs in Standard Reports

    9 votes

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    under review  ·  2 comments  ·  CommandMC » MC Reports  ·  Admin →
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    Karin Haubold supported this idea  · 

  16. Display Agent Site URL in Associate Record

    24 votes

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    under review  ·  3 comments  ·  CommandMC » Associates  ·  Admin →
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    Karin Haubold supported this idea  · 

  17. Print Binding Sponsorship Agreement after Onboarding

    39 votes

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    tell us more  ·  4 comments  ·  CommandMC » Associates  ·  Admin →
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    Karin Haubold supported this idea  · 

  18. Show Username for Inactive Associates

    13 votes

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    under review  ·  0 comments  ·  CommandMC » Associates  ·  Admin →
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    Karin Haubold supported this idea  · 

  19. Upload Files into Associate Records

    70 votes

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    under review  ·  14 comments  ·  CommandMC » Associates  ·  Admin →
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    Karin Haubold supported this idea  · 

  20. Add Associate to More Than One Team

    31 votes

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    in the backlog  ·  1 comment  ·  CommandMC » Admin Applet  ·  Admin →
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    Karin Haubold supported this idea  · 
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