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Settings and activity

6 results found

  1. Kanban view for tasks

    1 vote

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    under review  ·  0 comments  ·  Command » Tasks  ·  Admin →
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    Josh Green shared this idea  · 

  2. Remine Docs integration

    2 votes

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    under review  ·  0 comments  ·  Command » Documents and Compliance  ·  Admin →
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    Josh Green shared this idea  · 

  3. I would like to suggest that KW transition from DocuSign to a more reliable e-sign program.

    1 vote

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    under review  ·  1 comment  ·  Command » Documents and Compliance  ·  Admin →
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    Josh Green commented  · 

    I really like DocuSign and the idea of this integration, but I always have minor issues that turn me off from using DocuSign Rooms. We use Remine Docs which is linked to our MLS and has nice functionality. Remine pulls in property and contact details into the forms automatically which has given it a slight advantage for us.

  4. Archived/merged/deleted contacts with relationships appear on the primary contact page

    1 vote

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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    Josh Green shared this idea  · 

  5. Export Opportunities into .CSV File

    19 votes

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    under review  ·  5 comments  ·  Command » Opportunities  ·  Admin →
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    Josh Green supported this idea  · 

  6. Filter contacts based on those that have or do not have opportunities

    9 votes

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    under review  ·  1 comment  ·  Command » Contacts  ·  Admin →
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    Josh Green commented  · 

    Completely agreed. I need to export a group of clients who have opportunities linked to do an email blast specifically for them.

    Josh Green supported this idea  ·