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Settings and activity

24 results found

  1. 2+ Buyers/Sellers in DocuSign

    10 votes

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    1 comment  ·  Command » Opportunities  ·  Admin →
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    Jodi Van Wagner supported this idea  · 

  2. Allow 2+ Contacts Per Opportunity

    33 votes

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    working on it  ·  3 comments  ·  Command » Opportunities  ·  Admin →
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    Jodi Van Wagner supported this idea  · 

  3. Transactions coordinator role to have access to solo agent account transactions

    81 votes

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    under review  ·  13 comments  ·  Command » Opportunities  ·  Admin →
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    Jodi Van Wagner supported this idea  · 

  4. Delete Documents in Opportunities

    34 votes

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    under review  ·  6 comments  ·  Command » Documents and Compliance  ·  Admin →
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    Jodi Van Wagner supported this idea  · 

  5. Allow Spouse Contacts to Share Email

    5 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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    Jodi Van Wagner supported this idea  · 

  6. Add System Tag when Contacts Unsubscribe from Emails

    11 votes

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    under review  ·  5 comments  ·  Command » Contacts  ·  Admin →
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    Jodi Van Wagner supported this idea  · 

  7. Show Phone Number Type in Contact Record

    8 votes

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    under review  ·  3 comments  ·  Command » Contacts  ·  Admin →
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    Jodi Van Wagner supported this idea  · 

  8. Hide "country" for printing labels.

    11 votes

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    under review  ·  1 comment  ·  Command » Contacts  ·  Admin →
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    Jodi Van Wagner supported this idea  · 

  9. Allow File Upload to Contact Records

    12 votes

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    under review  ·  13 comments  ·  Command » Contacts  ·  Admin →
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    Jodi Van Wagner supported this idea  · 

  10. Add "Referral Partner" Field in Contact Details

    11 votes

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    under review  ·  2 comments  ·  Command » Contacts  ·  Admin →
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    Jodi Van Wagner supported this idea  · 

  11. Combine Contact Spouses on Mailing Labels with One Last Name

    13 votes

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    in the backlog  ·  7 comments  ·  Command » Contacts  ·  Admin →
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    Jodi Van Wagner supported this idea  · 

  12. 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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    Jodi Van Wagner supported this idea  · 

  13. Bulk Remove from SmartPlan(s)

    16 votes

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    under review  ·  4 comments  ·  Command » Contacts  ·  Admin →
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    Jodi Van Wagner supported this idea  · 

  14. Google Calendar Integration with Contacts (Activity in Timeline)

    23 votes

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    under review  ·  2 comments  ·  Command » Contacts  ·  Admin →
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    Jodi Van Wagner supported this idea  · 

  15. Ability to Edit/Delete System Tags

    24 votes

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    in the backlog  ·  7 comments  ·  Command » Contacts  ·  Admin →
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    Jodi Van Wagner supported this idea  · 

  16. Allow Merging of Duplicate Contacts at Import

    24 votes

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    under review  ·  5 comments  ·  Command » Contacts  ·  Admin →
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    Jodi Van Wagner commented  · 

    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.

    Jodi Van Wagner supported this idea  · 

  17. Check Contact Phone Numbers against Do Not Call List

    32 votes

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    under review  ·  7 comments  ·  Command » Contacts  ·  Admin →
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    Jodi Van Wagner supported this idea  · 

  18. Export Mailing Labels via Tag

    12 votes

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    under review  ·  1 comment  ·  Command » Contacts  ·  Admin →
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    Jodi Van Wagner supported this idea  · 

  19. Allow Formatting in Notes (Bullets, Space Breaks, etc.)

    24 votes

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    under review  ·  10 comments  ·  Command » Contacts  ·  Admin →
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    Jodi Van Wagner supported this idea  · 

  20. Search Contacts via Map View from Center Point (Farming)

    69 votes

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    under review  ·  12 comments  ·  Command » Contacts  ·  Admin →
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    Jodi Van Wagner supported this idea  · 
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