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24 results found

  1. Allow a total mailing label export for a filter.

    57 votes

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    under review  ·  11 comments  ·  Command » Contacts  ·  Admin →
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    Jodi Van Wagner supported this idea  · 

  2. Track Referrals in Opportunities

    124 votes

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    in the backlog  ·  18 comments  ·  Command » Referrals  ·  Admin →
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    Jodi Van Wagner commented  · 

    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 supported this idea  · 

  3. Command Calendar (Synced to External Calendars)

    14 votes

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

  4. Calendar and Contact Date-Based SmartPlans

    49 votes

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    in the backlog  ·  28 comments  ·  Command » SmartPlans  ·  Admin →
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    Jodi Van Wagner supported this idea  · 
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