Settings and activity

18 results found

1. Production Reports

   39 votes

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   working on it  ·  2 comments  ·  Command » Reports  ·  Delete…  ·  Admin →
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   Adriana Baltazar shared this idea  ·  Oct 24, 2024

2. Filters for Opportunities (Date Range, Status, Compliance Status, Submitted Date, etc.)

   4 votes

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   tell us more  ·  7 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Adriana Baltazar supported this idea  ·  Oct 24, 2024

3. Anniversary and Birthday per Month Report with Contact Names

   5 votes

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   under review  ·  0 comments  ·  Command » Reports  ·  Delete…  ·  Admin →
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   Adriana Baltazar supported this idea  ·  Oct 24, 2024

4. Show Current Closed Units, Volume, and GCI for Year to Date

   4 votes

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   under review  ·  0 comments  ·  Command » Reports  ·  Delete…  ·  Admin →
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   Adriana Baltazar supported this idea  ·  Oct 24, 2024

5. Show Twilio Unsubscribe Status

   8 votes

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   working on it  ·  0 comments  ·  Command » Messaging and Notifications  ·  Delete…  ·  Admin →
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   Adriana Baltazar supported this idea  ·  Oct 24, 2024

6. Make Reports Printer-Friendly (PDF)

   5 votes

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   under review  ·  0 comments  ·  Command » Reports  ·  Delete…  ·  Admin →
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   Adriana Baltazar supported this idea  ·  Oct 24, 2024

7. Commission and Royalty Reports

   10 votes

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   under review  ·  0 comments  ·  Command » Reports  ·  Delete…  ·  Admin →
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   Adriana Baltazar supported this idea  ·  Oct 24, 2024

8. Show Profit Share Reports in Command

   5 votes

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   working on it  ·  0 comments  ·  Command » Reports  ·  Delete…  ·  Admin →
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   Adriana Baltazar supported this idea  ·  Oct 24, 2024

9. Docusign

   2 votes

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   under review  ·  0 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Adriana Baltazar shared this idea  ·  Oct 24, 2024

10. Autofill MLS ID, License Number, and Brokerage License Number to DocuSign Fields

    9 votes

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    under review  ·  0 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Adriana Baltazar supported this idea  ·  Oct 24, 2024

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

    5 votes

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    under review  ·  1 comment  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Adriana Baltazar supported this idea  ·  Oct 24, 2024

12. Update Neighborhood Boundaries

    43 votes

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    under review  ·  6 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Adriana Baltazar supported this idea  ·  Oct 24, 2024

13. Add Merge Fields for Agent Information

    32 votes

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    in the backlog  ·  15 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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    Adriana Baltazar supported this idea  ·  Oct 24, 2024

14. Google Calendar Integration with Tasks

    111 votes

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    in the backlog  ·  17 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Adriana Baltazar supported this idea  ·  Oct 24, 2024

15. Track Referrals in Opportunities

    124 votes

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    in the backlog  ·  18 comments  ·  Command » Referrals  ·  Delete…  ·  Admin →
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    Adriana Baltazar supported this idea  ·  Oct 24, 2024

16. Show Agent's Location on Site, Not MC's Location (Multiple MCs)

    57 votes

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    under review  ·  10 comments  ·  Command » Websites  ·  Delete…  ·  Admin →
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    Adriana Baltazar supported this idea  ·  Oct 24, 2024

17. Allowing team members to view the Keller Williams Library when in Smart Plans

    27 votes

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    under review  ·  2 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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    Adriana Baltazar supported this idea  ·  Oct 24, 2024

18. Send from @kw.com Email Address

    166 votes

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    in the backlog  ·  24 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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    Adriana Baltazar supported this idea  ·  Oct 24, 2024