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40 results found

  1. Automatically remove Smartplans from Recruit when moved to “committed” stage in pipeline

    3 votes

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    under review  ·  1 comment  ·  CommandMC » Recruits  ·  Admin →
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    Megan Buyer supported this idea  · 

  2. Commercial Reporting

    12 votes

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    under review  ·  2 comments  ·  CommandMC » MC Reports  ·  Admin →
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    Megan Buyer shared this idea  · 

  3. Merge Vendors or Vendor Duplicate Check

    53 votes

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    under review  ·  0 comments  ·  CommandMC » Admin Applet  ·  Admin →
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    Megan Buyer supported this idea  · 

  4. Vendor Tax IDs Report in Standard Reports

    17 votes

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    tell us more  ·  1 comment  ·  CommandMC » MC Reports  ·  Admin →
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    Megan Buyer supported this idea  · 

  5. Add Referring Brokerage as Vendor Field

    83 votes

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    under review  ·  3 comments  ·  CommandMC » MC Compliance  ·  Admin →
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    Megan Buyer supported this idea  · 

  6. Bulk Download of Agent 1099 Report

    10 votes

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    under review  ·  0 comments  ·  CommandMC » Accounting  ·  Admin →
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    Megan Buyer shared this idea  · 

  7. Download Current Listings as CSV

    9 votes

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    under review  ·  0 comments  ·  CommandMC » CommandMC Listings  ·  Admin →
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    Megan Buyer supported this idea  · 

  8. Allow Guest Users for Individual Agents

    269 votes

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    under review  ·  50 comments  ·  Command » Settings  ·  Admin →
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    Megan Buyer supported this idea  · 

  9. Associates Tab - Export to CSV or PDF

    9 votes

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    under review  ·  2 comments  ·  CommandMC » Associates  ·  Admin →
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    Megan Buyer commented  · 

    We have to reconcile our agent roster for our Region monthly, and not being able to pull an associate roster by status is VERY tedious. Not to mention we can't figure out how the Total Count PDF is even sorted to begin comparing. Being able to export to Excel/CSV would be SO HELPFUL!

    Megan Buyer supported this idea  · 

  10. Total Agent Count Roster in Standard Reports

    9 votes

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    under review  ·  1 comment  ·  CommandMC » MC Reports  ·  Admin →
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    Megan Buyer commented  · 

    We have to reconcile our agent roster for our Region monthly, and not being able to pull an associate roster by status is VERY tedious. Not to mention we can't figure out how the Total Count PDF is even sorted to begin comparing. Being able to export to Excel/CSV would be SO HELPFUL!

    Megan Buyer supported this idea  · 

  11. Vital Signs in Standard Reports

    9 votes

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    under review  ·  2 comments  ·  CommandMC » MC Reports  ·  Admin →
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    Megan Buyer supported this idea  · 

  12. Automatically Name Reports Downloads

    9 votes

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    under review  ·  0 comments  ·  CommandMC » MC Reports  ·  Admin →
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    Megan Buyer supported this idea  · 

  13. Expand All on KW Financial Statement (and Print Expanded View)

    37 votes

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    in the backlog  ·  3 comments  ·  CommandMC » Accounting  ·  Admin →
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    Megan Buyer supported this idea  · 

  14. Activity Report and EOM Reports to export to Google Sheets

    18 votes

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    under review  ·  3 comments  ·  CommandMC » MC Reports  ·  Admin →
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  15. DA List with Subtotals in Reports

    2 votes

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    under review  ·  0 comments  ·  CommandMC » MC Reports  ·  Admin →
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    Megan Buyer shared this idea  · 

  16. Print Multiple Transactions' Disbursement Authorizations

    24 votes

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    under review  ·  6 comments  ·  CommandMC » Transactions  ·  Admin →
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    Megan Buyer commented  · 

    This would be SO HELPFUL for day-to-day troubleshooting and year-end requests.

    Megan Buyer supported this idea  · 

  17. Add 1099 Agent Income Column

    60 votes

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    under review  ·  8 comments  ·  CommandMC » MC Reports  ·  Admin →
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    Megan Buyer commented  · 

    Even better if we could have a quick link for this! Maybe linked to an Associate's card or Transaction?

    Megan Buyer supported this idea  · 

  18. View Cap Details in Associate Record

    37 votes

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    under review  ·  6 comments  ·  CommandMC » Associates  ·  Admin →
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    Megan Buyer commented  · 

    We need a quicker option to see agent's recent DAs. I know that we can find this in Reports, AND it would be SO HELPFUL if we could link to this information easily in Transactions OR in the agents' Associate card.

    In Winmore, we would easily see recent DAs in the Cap Detail tab of an Associate Card. There's no way now to quickly see this without stopping a process and filtering through Reports.

    Megan Buyer supported this idea  · 

  19. Auto-Print Deposit Slip & Summary

    47 votes

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    under review  ·  3 comments  ·  CommandMC » Transactions  ·  Admin →
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    Megan Buyer supported this idea  · 

  20. Automatically Upload DA to Opportunity's Closed Documents

    114 votes

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    under review  ·  7 comments  ·  CommandMC » Transactions  ·  Admin →
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    Megan Buyer commented  · 

    This would help streamline our processes and cut out unnecessary time!

    Megan Buyer supported this idea  · 
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