Settings and activity

41 results found

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

   17 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

   32 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. Use of ENTER on keyboard when searching in Opportunities

   20 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

5. Onboarding Invitation Email and Documents Personalization per Market Center

   33 votes

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   under review  ·  3 comments  ·  CommandMC » Recruits  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Aug 23, 2024

6. Notification Bubble for Notes Added to Transactions

   54 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

7. Delete Recruit Tags Created by Prior Leadership

   50 votes

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

8. Sort by "Submitted" in Transactions Table

   76 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

9. Upload Files into Associate Records

   43 votes

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   under review  ·  11 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Aug 23, 2024

10. Tag Associates to correspond to AccountEdge job codes

    32 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

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

    65 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

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

    96 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

13. Automatically Upload DA to Opportunity's Closed Documents

    114 votes

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

14. Hyperlink Transaction Numbers to Transaction in Reports

    98 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

15. Allow Only MCA and AMCA Roles to Edit Transactions

    90 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

16. Attach W9 to Vendors

    114 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

17. Send Mass Texts to Associates

    107 votes

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    under review  ·  9 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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18. Add Referring Brokerage as Vendor Field

    84 votes

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    under review  ·  3 comments  ·  CommandMC » MC Compliance  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Aug 23, 2024

19. Provide a "Reject" Option for Termination Requests

    183 votes

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

    Would it be helpful to have a warning message when agents request a termination to let them know that this is only used when the contract falls apart, and that this is not meant for editing Commission Requests?

    Liz Lessman supported this idea  ·  Aug 23, 2024

20. Update/Change Commission Split in Transaction

    187 votes

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    in the backlog  ·  13 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Aug 23, 2024