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  1. Multi-Year Trends in Standard Reports

    15 votes

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    1 comment  ·  CommandMC » MC Reports  ·  Admin →
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    Jeanne Howe commented  · 

    We are not able to easily print every agent in the market center's Multi-Year Trends report. It is too time consuming to pull them one at a time and while agents are able to access this report, we know they are not leveraging this tool. We want to help guide them by offering up for business consultations.

    Jeanne Howe supported this idea  · 

  2. Filter by Unsubscribed from Emails

    11 votes

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    under review  ·  4 comments  ·  Command » Contacts  ·  Admin →
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    Jeanne Howe commented  · 

    Definitely need to be able to filter this as an option! I am certain that I have thousands of unsubscribed contacts which are cluttering up my database and no simply way to remove them.

    Jeanne Howe supported this idea  · 

  3. Add Stage and Checklist Templates Library for Opportunities

    25 votes

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    under review  ·  4 comments  ·  Command » Tasks  ·  Admin →
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    Jeanne Howe supported this idea  · 

  4. Auto-Fill Broker Information from DocuSign Details to DocuSign Forms

    5 votes

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    under review  ·  1 comment  ·  Command » Opportunities  ·  Admin →
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    Jeanne Howe supported this idea  · 
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    Jeanne Howe commented  · 

    Broker Signatures are highly important for document compliance. While Command auto populates the Agent/Opportunity Owner's details & client details from Command to a DocuSign Room/Envelope, it would be highly beneficial for the Broker's details to also pull over from Command to DocuSign. At present, we must manually enter the Broker's details which can create room for error. As the broker details will not change, this should pull over the same as the agent contact info does.