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Filters and Search

Showing 12 of 147

Custom contact properties/fields

Ability to create custom fields/properties for contacts Ability to filter in searches on the custom properties
Brokerkit Product Management 2 months ago in Contacts / Filters and Search / Recruiting module / Retention module 0

Saved searches

Add a drop down menu with saved searches.
Bryan David 9 months ago in Filters and Search 2

add field to get to specific page quickly

it takes to long to navigate through each page separately
Melanie Meyer 5 months ago in Filters and Search 3

Add a “year licensed “ and or possibly a way to tag a newly licensed agent and see where they land

keep an eye out and send 60 -90 day checks ins which is a point in time many brokers either feel they made a good or bad decision.
Guest 5 months ago in Filters and Search 0

Improved search across platform - global search (search bar) should include more fields

Company search is the most useful, but sometimes something is both in labels, source, and in the actual notes of the contact, and I don't want to have to remember to select everything.
Tyler Brenner 5 months ago in Filters and Search 2

mapping of agent hometowns

I think it would benefit anyone needing to group agents geographically.
Guest 10 months ago in Filters and Search 1 Already exists

Add new filters with additional operators like excluding records (Advanced filters)

To improve my searches, I want to add some additional filters and expand the ways to filter with additional operators. New filters will include: Whether the contact has a mobile phone number License expiration dates Relitix import last update date...
Brokerkit Product Management about 2002 years ago in Filters and Search 2

Configure/update columns in search results views

As an admin user, I'd like to have the ability to edit the columns that appear in my search results under the Leads and Team views Attributes that can be added to the search Last Contacted Number of contacts (email, text, call) Engagement count (o...
Brokerkit Product Management over 2002 years ago in Contacts / Filters and Search / Recruiting module / Retention module 4

Additional contact bulk actions

I would like the ability to bulk update more data about a lead, such as: Company City Rating Add a bulk action popup with a dynamic list of contact properties to edit
Brokerkit Product Management almost 2003 years ago in Contacts / Filters and Search 2

Commercial/Residential attribute and filter to keep commercial agents separate

As a broker, I want a way to easily identify and separate commercial agents so I can use Brokerkit to recruit for both sides of my business.
Brokerkit Product Management over 2005 years ago in Contacts / Filters and Search 0