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  1. allow custom smart plan to use birthday information from a Contact’s details

    56 votes

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    under review  ·  19 comments  ·  Command » SmartPlans  ·  Admin →
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    Barbie Christenson commented  · 

    I can't believe that the only SmartPlan that works based on the contact birthday is the one created by KW. If I want to create my own custom plan I have to do it manually. Please fix this.

    Barbie Christenson supported this idea  · 

  2. Date-Based Smartplans

    108 votes

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    in the backlog  ·  45 comments  ·  Command » SmartPlans  ·  Admin →
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    Barbie Christenson commented  · 

    I can't believe that a system that is used by as many agent as KW has could be this limted. I just switched from a different brokerage that used Lofty and all of this functionality was available there. This needs to be implemented as soon as possible.

    Barbie Christenson supported this idea  · 
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