Settings and activity

45 results found

1. Use of ENTER on keyboard when searching in Opportunities

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   under review  ·  2 comments  ·  CommandMC » MC Opportunities  ·  Delete…  ·  Admin →
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   Joel Westlund supported this idea  ·  Aug 20, 2024

2. View Cap Details in Associate Record

   39 votes

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   under review  ·  6 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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   Joel Westlund supported this idea  ·  Aug 20, 2024

3. Show Buyer/Seller Receiving Concession

   5 votes

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   under review  ·  0 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Joel Westlund supported this idea  ·  Aug 20, 2024

4. SmartViews for Transactions

   10 votes

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   under review  ·  0 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Joel Westlund supported this idea  ·  Aug 20, 2024

5. Show Deductions Detail in Commission Tab

   19 votes

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

   Could you tell us more about your workflow surrounding this information? What are you looking to accomplish by seeing this information? It is also available in the Financials tab with listed deductions.

   Joel Westlund supported this idea  ·  Jul 11, 2024

6. Add CO$ and Royalty Anniversary Date Column

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   under review  ·  0 comments  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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   Joel Westlund supported this idea  ·  Jul 11, 2024

7. Allow MCA to View SSN

   30 votes

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   under review  ·  7 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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   Joel Westlund supported this idea  ·  Jul 10, 2024

8. Include Editor in Timeline Card for Added Note/Activity in Associates

   22 votes

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   under review  ·  5 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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   Joel Westlund supported this idea  ·  Jul 10, 2024

9. Incorporation Name for Associate in Financials Tab

   14 votes

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   under review  ·  0 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Joel Westlund supported this idea  ·  Jul 10, 2024

10. Vendor Tax IDs Report in Standard Reports

    17 votes

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    tell us more  ·  1 comment  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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    Joel Westlund supported this idea  ·  Jul 10, 2024

11. View Profit Share Tree

    9 votes

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    under review  ·  1 comment  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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    Joel Westlund supported this idea  ·  Jul 10, 2024

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

    96 votes

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    under review  ·  12 comments  ·  CommandMC » Admin Applet  ·  Delete…  ·  Admin →
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    Joel Westlund commented  ·  Jun 27, 2024  ·  Edit…  ·  Delete…

    Agree. MCA/AMCA can edit, Leadership roles: read only.

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    Joel Westlund supported this idea  ·  Jun 27, 2024

13. 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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    Joel Westlund commented  ·  Jun 26, 2024  ·  Edit…  ·  Delete…

    New TRANSACTIONS Dashboard should include a "Submitted" button along with the others for quick reference of status.

    Ex: Submitted, Approved, Closed, Terminated

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    Joel Westlund supported this idea  ·  Jun 26, 2024

14. Allow Only MCA and AMCA Roles to Edit Transactions

    90 votes

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    3 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!

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    Joel Westlund commented  ·  Jun 26, 2024  ·  Edit…  ·  Delete…

    Or add Toggels to who can/cannot have access. Broker/Comlpiance should have access as well.

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    Joel Westlund supported this idea  ·  Jun 26, 2024

15. Send Mass Texts to Associates

    107 votes

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    under review  ·  9 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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    Joel Westlund commented  ·  May 24, 2024  ·  Edit…  ·  Delete…

    Would be great to be able to send email/text FROM Command MC to all/any associates. Just like personal Command... yet this is not able to from Command MC level.

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    Joel Westlund commented  ·  May 24, 2024  ·  Edit…  ·  Delete…

    COMMAND MC = EMAIL + TEXTING ASSOCIATES Functions

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16. Hyperlink Transaction Numbers to Transaction in Reports

    98 votes

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    0 comments  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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    under review  ·  Adminalainahebert (Product Specialist, Keller Williams Realty) responded

    
    

    Joel Westlund supported this idea  ·  Jun 26, 2024

17. Provide a "Reject" Option for Termination Requests

    183 votes

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    28 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?

    Joel Westlund supported this idea  ·  Jun 26, 2024

18. Update/Change Commission Split in Transaction

    187 votes

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    in the backlog  ·  13 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Joel Westlund supported this idea  ·  Jun 26, 2024

19. Referral Opportunity Type

    104 votes

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    in the backlog  ·  14 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Joel Westlund supported this idea  ·  Jun 24, 2024

20. Track Referrals in Opportunities

    124 votes

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    in the backlog  ·  18 comments  ·  Command » Referrals  ·  Delete…  ·  Admin →
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    Joel Westlund supported this idea  ·  Jun 24, 2024