Settings and activity

45 results found

1. Merge Vendors or Vendor Duplicate Check

   52 votes

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   under review  ·  0 comments  ·  CommandMC » Admin Applet  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Jan 15, 2025

2. Vendor Tax IDs Report in Standard Reports

   17 votes

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   tell us more  ·  1 comment  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Jan 15, 2025

3. Track Referrals in Opportunities

   118 votes

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   in the backlog  ·  18 comments  ·  Command » Referrals  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Nov 21, 2024

4. Transactions coordinator role to have access to solo agent account transactions

   65 votes

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   under review  ·  12 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Nov 21, 2024

5. Referral Opportunity Type

   96 votes

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   in the backlog  ·  14 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Nov 21, 2024

6. Verification Code for Transaction Coordinators

   170 votes

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   under review  ·  17 comments  ·  Command » Settings  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Nov 21, 2024

7. Allow Transaction Coordinator access to multiple agent's opportunities in command.

   12 votes

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   under review  ·  0 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Nov 21, 2024

8. Auto-Print Deposit Slip & Summary

   43 votes

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   under review  ·  3 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Sep 12, 2024

9. Ability to add Comments to the DA

   62 votes

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   under review  ·  2 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Sep 11, 2024

10. Show Compliance Status in Transaction

    19 votes

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    under review  ·  4 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Liz Lessman commented  ·  Sep 10, 2024  ·  Edit…  ·  Delete…

    The most efficient way to move through the disbursement process.

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    Liz Lessman supported this idea  ·  Sep 10, 2024

11. Send Notification Button for Associates with Pending Transactions

    15 votes

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    under review  ·  0 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Sep 10, 2024

12. Show Total Commission Amount on Agent Commission Details Report

    11 votes

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    tell us more  ·  0 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Sep 10, 2024

13. Deduction Drop Down List

    9 votes

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    under review  ·  0 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Sep 10, 2024

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

    31 votes

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    under review  ·  3 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Sep 10, 2024

15. Sort Transactions by Submitted Date and Closed Date

    45 votes

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    under review  ·  4 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Sep 10, 2024

16. Page 1 and Page 2 of DA Download in One PDF

    206 votes

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

    Please explain your process for documents when delivering them to agents. Are you emailing, printing, etc.?

    
    

    Would you like Page 1 plus all of the Associate Details to print together, or Page 1 plus each Associate's Details to print as separate files?

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    Liz Lessman commented  ·  Sep 10, 2024  ·  Edit…  ·  Delete…

    can we have the option to print just the disbursement (labeled as you have it now) or the disbursement with all associate details combined (labeled as you have it now just adding the word detailed... similar to winmore. This is crucial for teams and rainmakers to account for commission allocations.

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    Liz Lessman supported this idea  ·  Aug 23, 2024

17. Label Commission Details to include the Transaction ID

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    under review  ·  0 comments  ·  CommandMC » Transactions  ·  Edit…  ·  Delete…  ·  Admin →
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    Liz Lessman shared this idea  ·  Sep 10, 2024

18. Show Deductions Detail in Commission Tab

    18 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.

    Liz Lessman supported this idea  ·  Sep 10, 2024

19. Add Search by Commission Amount

    8 votes

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    under review  ·  1 comment  ·  CommandMC » MC Opportunities  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Sep 10, 2024

20. Team Closed Production in Standard Reports

    23 votes

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    under review  ·  0 comments  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Aug 23, 2024