Settings and activity

38 results found

1. Compliance Feedback Templates

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   under review  ·  1 comment  ·  CommandMC » MC Compliance  ·  Delete…  ·  Admin →
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   Danielle Knowlton supported this idea  ·  Aug 20, 2024

2. Compliance Emails to Different Email Address

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   under review  ·  2 comments  ·  CommandMC » MC Compliance  ·  Delete…  ·  Admin →
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   Danielle Knowlton supported this idea  ·  Aug 20, 2024

3. Add Multiple Versions Icon beside documents inside Compliance Review

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   under review  ·  3 comments  ·  CommandMC » MC Opportunities  ·  Delete…  ·  Admin →
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   Danielle Knowlton supported this idea  ·  Aug 20, 2024

4. Add SmartViews for Opportunities

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   working on it  ·  0 comments  ·  CommandMC » MC Opportunities  ·  Delete…  ·  Admin →
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   Danielle Knowlton supported this idea  ·  Aug 20, 2024

5. Hit enter on keyboard to execute search in Opportunities

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

6. Add Search by Commission Amount

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   under review  ·  1 comment  ·  CommandMC » MC Opportunities  ·  Delete…  ·  Admin →
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   Danielle Knowlton supported this idea  ·  Aug 20, 2024

7. Show Expiration Date on Compliance Request Cards

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   under review  ·  1 comment  ·  Command » Documents and Compliance  ·  Delete…  ·  Admin →
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   Danielle Knowlton supported this idea  ·  Aug 20, 2024

8. Vital Signs in Standard Reports

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   under review  ·  2 comments  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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   Danielle Knowlton supported this idea  ·  Aug 20, 2024

9. KW Connect Reports Status Tracker

   5 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

   FYI, KW Connect Reports are always uploaded before the 7th business day of the month, so even though we don't have an exact time, know that they will always be up by that point! :)

   Danielle Knowlton supported this idea  ·  Aug 20, 2024

10. Add License Number and Expiration Date Columns

    15 votes

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    tell us more  ·  1 comment  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

11. Add a date filter so user can select range of date, or specific date in general for activity reports

    30 votes

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    under review  ·  4 comments  ·  Command » Reports  ·  Delete…  ·  Admin →
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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

12. Vested Renewal Report (Including Personal Email Field)

    15 votes

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

    We will have options for the Profit Share Renewal Report available for Transactions users before that process begins to ensure it is easy for you all.

    Danielle Knowlton supported this idea  ·  Aug 20, 2024

13. Add 1099 Agent Income Column

    63 votes

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    under review  ·  8 comments  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

14. Show Total Commission Amount on Agent Commission Details Report

    14 votes

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    tell us more  ·  1 comment  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

15. Print Multiple Transactions' Disbursement Authorizations

    25 votes

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    under review  ·  6 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

16. 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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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

17. Option for Multiple Lease Payments

    15 votes

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

    Please tell us more about your process for these transactions - is the agent leaving the Opportunity open until all the payments are made? You can also manually create a Lease Transaction with 0 units in order to take care of these now!

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    Danielle Knowlton commented  ·  Aug 20, 2024  ·  Edit…  ·  Delete…

    While that is an option, the transaction is isolated and not connected to any opportunity. It would be nice if we could have multiple transactions connected to a single opportunity so that it's all in one place.

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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

18. 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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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

19. Allow Rainmakers to Cover Team Member Caps

    16 votes

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    under review  ·  2 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

20. Send Notification Button for Associates When Paid on a Transaction

    109 votes

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    under review  ·  10 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Danielle Knowlton supported this idea  ·  Aug 20, 2024