Settings and activity

11 results found

1. Show Production Reports in Associate Record

   9 votes

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   under review  ·  3 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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   Joan Serrano supported this idea  ·  Aug 15, 2025

2. Training Tracker

   16 votes

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   under review  ·  1 comment  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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   Joan Serrano supported this idea  ·  Aug 15, 2025

3. Vendor Tax IDs Report in Standard Reports

   20 votes

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   tell us more  ·  1 comment  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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   Joan Serrano supported this idea  ·  Aug 15, 2025

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

   20 votes

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   under review  ·  3 comments  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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   Joan Serrano supported this idea  ·  Aug 15, 2025

5. Add 1099 Agent Income Column

   63 votes

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   under review  ·  8 comments  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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   Joan Serrano commented  ·  Jul 24, 2024  ·  Edit…  ·  Delete…

   I send the associates a quarterly report so they can pay their estimated tax payments - winmore > DA reports > DA list > subtotal by agent name > by closing date & street name > individual associate > posted > start closed date > ending close date. AGT COMM = 1099

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   Joan Serrano supported this idea  ·  Jul 24, 2024

6. Automatically Upload DA to Opportunity's Closed Documents

   127 votes

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   under review  ·  7 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Joan Serrano supported this idea  ·  Jul 24, 2024

7. Merge Vendors or Vendor Duplicate Check

   56 votes

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   under review  ·  0 comments  ·  CommandMC » Admin Applet  ·  Delete…  ·  Admin →
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   Joan Serrano supported this idea  ·  Jul 24, 2024

8. Send Mass Texts to Associates

   145 votes

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   under review  ·  23 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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   Joan Serrano supported this idea  ·  Aug 15, 2025

9. Allow Only MCA and AMCA Roles to Edit Transactions

   91 votes

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   4 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!

   Joan Serrano supported this idea  ·  Jul 24, 2024

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

    105 votes

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    in the backlog  ·  13 comments  ·  CommandMC » Admin Applet  ·  Delete…  ·  Admin →
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    Joan Serrano supported this idea  ·  Jul 24, 2024

11. Update/Change Commission Split in Transaction

    192 votes

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    in the backlog  ·  13 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Joan Serrano supported this idea  ·  Jul 24, 2024