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Settings and activity

9 results found

  1. Update Linked Contacts at One Time

    8 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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    Kristi Vernon shared this idea  · 

  2. Allow Merging of Duplicate Contacts at Import

    24 votes

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    under review  ·  5 comments  ·  Command » Contacts  ·  Admin →
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    Kristi Vernon supported this idea  · 

  3. Update Contact's Information after Opportunity is Closed (Home Anniversary, Address)

    23 votes

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    under review  ·  7 comments  ·  Command » Opportunities  ·  Admin →
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    Kristi Vernon supported this idea  · 

  4. Export Selected Contacts (by Filter or SmartView)

    5 votes

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    under review  ·  1 comment  ·  Command » Contacts  ·  Admin →
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    Kristi Vernon supported this idea  · 

  5. Dynamic Sizing of Contacts Table View to Screen

    4 votes

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    under review  ·  2 comments  ·  Command » Contacts  ·  Admin →
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    Kristi Vernon supported this idea  · 

  6. Link All Contacts in a Household or With A Common Address

    7 votes

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    under review  ·  1 comment  ·  Command » Contacts  ·  Admin →
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    Kristi Vernon supported this idea  · 

  7. Send from @kw.com Email Address

    166 votes

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    in the backlog  ·  24 comments  ·  Command » SmartPlans  ·  Admin →
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    Kristi Vernon supported this idea  · 

  8. Create templates w/ multiple tasks tied to opp

    3 votes

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    1 comment  ·  Command » Tasks  ·  Admin →
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    Kristi Vernon commented  · 

    This would be great! Right now, as the opp moves through the stages, they automatically get assigned the tasks that are saved for that stage. But a new build buyer would have different tasks than a pre-existing home.

    Kristi Vernon supported this idea  · 

  9. Sync Spouse Information (Address, Tags, Email, Phone, etc.)

    14 votes

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    under review  ·  11 comments  ·  Command » Contacts  ·  Admin →
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    Kristi Vernon commented  · 

    It would be helpful if you could see both spouses information on the same page. Maybe a small box under the searched contact. Where it currently says "relationship" directly under the contact name. It can also have important info like email, number, birthday.

    Kristi Vernon supported this idea  ·