Settings and activity

48 results found

1. Add "Last Twelve Months" as Date Range Filter Option

   16 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

2. List Budgeted Amounts on Income Statement

   9 votes

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

3. Edit Outside Referral Amount

   29 votes

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   under review  ·  1 comment  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Aug 23, 2024

4. YTD Closed Transactions per Associate in Standard Reports

   22 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

5. Update Commission Status Once Approved

   17 votes

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

6. Use of ENTER on keyboard when searching in Opportunities

   19 votes

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   under review  ·  2 comments  ·  CommandMC » MC Opportunities  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Aug 23, 2024

7. Give MCs DocuSign Webform Access

   29 votes

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

   Would it be helpful for us to allow you to customize the KW Invitation email to include a link to the DocuSign paperwork that would be filled out by the Recruit?

   Liz Lessman supported this idea  ·  Aug 23, 2024

8. Notification Bubble for Notes Added to Transactions

   43 votes

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

9. Delete Recruit Tags Created by Prior Leadership

   37 votes

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   under review  ·  4 comments  ·  CommandMC » Admin Applet  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Aug 23, 2024

10. Sort by "Submitted" in Transactions Table

    72 votes

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    in the backlog  ·  4 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Aug 23, 2024

11. Upload Files into Associate Records

    36 votes

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    under review  ·  9 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Aug 23, 2024

12. Tag Associates to correspond to AccountEdge job codes

    31 votes

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    under review  ·  7 comments  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Aug 23, 2024

13. Ability to Add Vendor on the fly for both MC and Agent in Transactions

    58 votes

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    under review  ·  5 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Aug 23, 2024

14. Deductions Report per Associate in Standard Reports

    62 votes

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    working on it  ·  8 comments  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Aug 23, 2024

15. Toggle from Transaction to Opportunity to Associate Record in One Browser Tab

    160 votes

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    in the backlog  ·  3 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Aug 23, 2024

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

    92 votes

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    under review  ·  12 comments  ·  CommandMC » Admin Applet  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Aug 23, 2024

17. Automatically Upload DA to Opportunity's Closed Documents

    105 votes

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    under review  ·  6 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Aug 23, 2024

18. Hyperlink Transaction Numbers to Transaction in Reports

    95 votes

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    0 comments  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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    under review  ·  Adminalainahebert (Product Specialist, Keller Williams Realty) responded

    
    

    Liz Lessman supported this idea  ·  Aug 23, 2024

19. Allow Only MCA and AMCA Roles to Edit Transactions

    87 votes

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    3 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!

    Liz Lessman supported this idea  ·  Aug 23, 2024

20. Create a Deduction Summary Report

    76 votes

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    under review  ·  6 comments  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Aug 23, 2024