Settings and activity
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47 votes
Jodi Van Wagner
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126 votesJodi Van Wagner
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36 votesJodi Van Wagner
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7 votesJodi Van Wagner
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15 votesJodi Van Wagner
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13 votesJodi Van Wagner
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18 votesJodi Van Wagner
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20 votesJodi Van Wagner
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18 votesJodi Van Wagner
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27 votesJodi Van Wagner
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31 votesJodi Van Wagner
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28 votes
An error occurred while saving the comment Jodi Van Wagner
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38 votesJodi Van Wagner
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13 votesJodi Van Wagner
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30 votesJodi Van Wagner
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77 votesJodi Van Wagner
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74 votesJodi Van Wagner
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207 votes
An error occurred while saving the comment Jodi Van Wagner
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Please Please Please help make the referral process easier! Why is it that we can accept and send referrals through Command but it doesn't communicate with the MCA office so that we don't have to do a separate referral form along with W-9 etc. to process the referral. If all the referral details are in the referral section within Command, why do we have to do double the work and more paperwork. With the KW to KW referrals the MC contact info and W-9's etc. should all be in the systems and MCA's should be able to access all that info on the back end and we should be able to create an opportunity directly from the referral section within command that would also notify the referring agent that the referral is being processed and either listed or under contract. Thank you for considering
Jodi Van Wagner
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19 votesJodi Van Wagner
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137 votesJodi Van Wagner
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This has been a huge issue for me and very very very time consuming. The system should allow duplicates. If I want a duplicate email or phone for my contacts that should be my choice. But the system should not hault an import because a duplicate was found. Rather yet, it should allow the import and then you have the option to merge duplicates like Google contacts does. It can't be that complicated in order to have a user friendly experience. This is very important fix for agents who have used another CRM and now ready to start using Command. But because they have duplcates due to prior opportunities etc it makes the process overwhelming. I really hope you will make this a top priority.