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Settings and activity

12 results found

  1. How we Reference Clients that have completed transactions

    1 vote

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    1 comment  ·  Connect » Training  ·  Admin →
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    Julie Loving-Scott commented  · 

    Instead of Legacy in Opportunities, change to CLOSED CLIENTS.

    Julie Loving-Scott shared this idea  · 

  2. Google Calendar Integration with Contacts (Activity in Timeline)

    23 votes

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    under review  ·  2 comments  ·  Command » Contacts  ·  Admin →
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    Julie Loving-Scott supported this idea  · 

  3. Google Calendar Integration with Tasks

    111 votes

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    in the backlog  ·  17 comments  ·  Command » Tasks  ·  Admin →
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    Julie Loving-Scott supported this idea  · 

  4. Custom Fields for Open House Forms

    68 votes

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    under review  ·  18 comments  ·  Consumer App and Websites » Agent Sites  ·  Admin →
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    Julie Loving-Scott supported this idea  · 

  5. Add Other Vendor Type

    31 votes

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    under review  ·  13 comments  ·  CommandMC » Admin Applet  ·  Admin →
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    Julie Loving-Scott supported this idea  · 

  6. Track Referrals in Opportunities

    124 votes

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    in the backlog  ·  18 comments  ·  Command » Referrals  ·  Admin →
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    Julie Loving-Scott supported this idea  · 

  7. Search Contacts via Map View from Center Point (Farming)

    69 votes

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    under review  ·  12 comments  ·  Command » Contacts  ·  Admin →
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    Julie Loving-Scott supported this idea  · 

  8. Timeline Tab for Listings

    27 votes

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    under review  ·  14 comments  ·  Command » Listings  ·  Admin →
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    Julie Loving-Scott supported this idea  · 

  9. Create One Task at End of SmartPlan

    2 votes

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    under review  ·  1 comment  ·  Command » SmartPlans  ·  Admin →
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    Julie Loving-Scott commented  · 

    This can be achieved in the Phases and Stages of Opportunities. It took my crew three weeks to set it up. The first part is writing out your flow for each phase and stage; this takes the longest. Then, hire your teenager or adult child to input the data in each Phase and Stage.

  10. Customize Task Table Columns (Remove, Resize)

    11 votes

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    in the backlog  ·  5 comments  ·  Command » Tasks  ·  Admin →
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    Julie Loving-Scott supported this idea  · 

  11. Notifications for Individual Tasks Due

    16 votes

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    under review  ·  7 comments  ·  Command » Messaging and Notifications  ·  Admin →
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    Julie Loving-Scott supported this idea  · 

  12. Export Tasks to CSV

    7 votes

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    under review  ·  2 comments  ·  Command » Tasks  ·  Admin →
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    Julie Loving-Scott commented  · 

    Please make Tasks printable with checkboxes,
    Task Columns: description, Contact/Opportunity, Assign to, and Priority level. I can not stare at the computer for long periods without getting a headache. Printing the task without character distortions will make it easier for me to check off my task on paper and then check it in Command. I aim to use my Task Manager and Calendar together because the tasks do not automatically populate in my Google Calendar Task. If you all could link the Task Manager and Google Calendar Task, that would be most helpful.

    Julie Loving-Scott supported this idea  ·