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10 results found

  1. In an approved and closed transaction it needs to be clear that a transaction was attributed correctly to a team

    10 votes

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    under review  ·  1 comment  ·  CommandMC » Transactions  ·  Admin →
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    Erica Eldridge supported this idea  · 

  2. Add a place to upload agent files (their ica, bank documents, other onboarding docs)

    22 votes

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    under review  ·  2 comments  ·  CommandMC » Admin Applet  ·  Admin →
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    Erica Eldridge supported this idea  · 
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    Erica Eldridge commented  · 

    There should be a place to upload notes taken if a Team Leader has a meeting with a non-licensed individual (doesn't count as an appointment) as well as onboarding docs to recruit card.

  3. Reorder Multi-Year Trend to Narrative Format

    39 votes

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    under review  ·  4 comments  ·  CommandMC » MC Reports  ·  Admin →
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    Erica Eldridge commented  · 

    Currently the Associates MYT Report data points are alphabetized rather than ordered in a manner that makes sense when analyzing the data.

    This idea already exists for the Market Center MYT report (https://ideas.kw.com/forums/959213-commandmc/suggestions/50379411-reorder-multi-year-trend-to-narrative-format). This change would be helpful for both Multi-Year reports.

    Erica Eldridge supported this idea  · 

  4. Agent Ranking Report

    21 votes

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    under review  ·  0 comments  ·  CommandMC » MC Reports  ·  Admin →
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    Erica Eldridge shared this idea  · 

  5. Separate Groups and Teams in Market Center Rankings Reports

    20 votes

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    under review  ·  1 comment  ·  CommandMC » MC Reports  ·  Admin →
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    Erica Eldridge supported this idea  · 
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    Erica Eldridge commented  · 

    I use this report as well and having to tease Teams data out of the Groups report is both arduous and time consuming.

  6. Top 20% Roster Download

    15 votes

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    under review  ·  1 comment  ·  CommandMC » MC Reports  ·  Admin →
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    Erica Eldridge supported this idea  · 

  7. Custom Recruit/Associate Activity Types

    24 votes

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    under review  ·  9 comments  ·  CommandMC » Associates  ·  Admin →
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    Erica Eldridge supported this idea  · 

  8. Appointments Show in Timeline

    18 votes

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    under review  ·  1 comment  ·  CommandMC » Recruits  ·  Admin →
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    Erica Eldridge supported this idea  · 

  9. Include Editor in Timeline Activity

    14 votes

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    under review  ·  1 comment  ·  CommandMC » Recruits  ·  Admin →
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    Erica Eldridge supported this idea  · 

  10. Add Multiple Versions Icon beside documents inside Compliance Review

    22 votes

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    3 comments  ·  CommandMC » MC Opportunities  ·  Admin →
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    Erica Eldridge supported this idea  ·