Settings and activity

77 results found

1. Show Compliance Status in Transaction

   21 votes

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

2. Ability to Print KW Invoice to PDF

   13 votes

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   tell us more  ·  0 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Danielle Knowlton supported this idea  ·  Aug 20, 2024

3. Turn off Notifications for KW Fees for DAs

   18 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

4. Show Total Commission Amount on Agent Commission Details Report

   13 votes

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   tell us more  ·  0 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Danielle Knowlton supported this idea  ·  Aug 20, 2024

5. Print Multiple Transactions' Disbursement Authorizations

   24 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

6. SmartViews for Transactions

   10 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

7. Download Deposit Reports from Previous Months

   8 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

8. Link to Commission Tab in Transaction Details

   48 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

9. Show Unit Allocation on Agent Commission Details Report

   13 votes

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

10. 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

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

12. Print Associate's Legal Name on Disbursement Authorizations

    14 votes

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

13. 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.

    Danielle Knowlton supported this idea  ·  Aug 20, 2024

14. 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

15. Edit Outside Referral Amount

    32 votes

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

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

    107 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

17. Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)

    54 votes

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    under review  ·  5 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Danielle Knowlton supported this idea  ·  Aug 20, 2024

18. Notification Bubble for Notes Added to Transactions

    54 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. Aggregate Deductions with Same Payee

    20 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

20. Sort Transactions by Submitted Date and Closed Date

    50 votes

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    under review  ·  5 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Danielle Knowlton supported this idea  ·  Aug 20, 2024