Settings and activity

41 results found

1. Smartplan and contacts

   4 votes

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   under review  ·  0 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Kirt Stevens supported this idea  ·  Aug 12, 2025

2. Contacts: Open Contacts in new tab

   5 votes

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   under review  ·  1 comment  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Kirt Stevens supported this idea  ·  Aug 12, 2025

3. Sort Contacts by Last Personal Contact

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   under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Kirt Stevens supported this idea  ·  Aug 12, 2025

4. Smart Plan Trigger By Date

   7 votes

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   under review  ·  1 comment  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Kirt Stevens supported this idea  ·  Aug 12, 2025

5. Transfer Smart Plans

   1 vote

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   under review  ·  0 comments  ·  Command » SmartPlans  ·  Edit…  ·  Delete…  ·  Admin →
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   Kirt Stevens shared this idea  ·  Aug 12, 2025

6. Link All Contacts in a Household or With A Common Address

   9 votes

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   under review  ·  1 comment  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Kirt Stevens supported this idea  ·  Aug 12, 2025

7. Sync Spouse Information (Address, Tags, Email, Phone, etc.)

   18 votes

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   under review  ·  12 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Kirt Stevens supported this idea  ·  Aug 12, 2025

8. Send from @kw.com Email Address

   195 votes

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   in the backlog  ·  27 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Kirt Stevens supported this idea  ·  Aug 12, 2025

9. Prioritize Address in Contact Entry Modal

   21 votes

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   under review  ·  6 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Kirt Stevens supported this idea  ·  Aug 12, 2025

10. Add Dashes to Phone Numbers in Opportunities

    4 votes

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    under review  ·  0 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Kirt Stevens supported this idea  ·  Aug 12, 2025

11. Allow Multiple Twilio Numbers per User

    6 votes

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    under review  ·  0 comments  ·  Command » Messaging and Notifications  ·  Delete…  ·  Admin →
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    Kirt Stevens supported this idea  ·  Aug 12, 2025

12. Merge option when matching phone numbers are found

    2 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Kirt Stevens supported this idea  ·  Aug 12, 2025

13. Check Contact Phone Numbers against Do Not Call List

    37 votes

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    under review  ·  8 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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    Kirt Stevens supported this idea  ·  Aug 12, 2025

14. be able to mark phone number DNC next to the number on the contact

    2 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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    Kirt Stevens supported this idea  ·  Aug 12, 2025

15. Allow agent to use the same contact phone number or email address in the addtional field and primary field

    6 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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    Kirt Stevens supported this idea  ·  Aug 12, 2025

16. phone numbers. Make it possible to post the same number on multiple contracts as that is a reality

    6 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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    Kirt Stevens supported this idea  ·  Aug 12, 2025

17. Add spaces to the phone number when you are viewing the contact from the opportunity

    2 votes

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    under review  ·  0 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Kirt Stevens supported this idea  ·  Aug 12, 2025

18. Assigning Other Team Members to Smart Plan

    5 votes

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    under review  ·  1 comment  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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    Kirt Stevens supported this idea  ·  Aug 12, 2025

19. Home Anniversary

    6 votes

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    under review  ·  0 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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    Kirt Stevens supported this idea  ·  Aug 12, 2025

20. Once a Smart Plan concludes, can it send us a notification?

    2 votes

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    under review  ·  0 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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    Kirt Stevens supported this idea  ·  Aug 12, 2025