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Set labels as public or private

When a staff member makes a label for their own personal organization it shows for everyone admin and staff members when we really don't need it.
Jadwin Williams 2 months ago in Labels 1

Customize ratings names

we would use this tool more if we could customize the rating names and/or add more of our own.
Jadwin Williams 2 months ago in Contacts / Dashboards & Reports 1

Change the logic for new production label

A lot of agents that have the production label new are either on their way to retirement so their business is slowing down or the agent is having an off year. If an agent in retention has been with the company for awhile they should be labeled as ...
Jadwin Williams 2 months ago in Contacts 1

At A Glance Camp Calendar/Manager

When setting up various email camps., it's very helpful to have the ability to see everything on a calendar. Everything that is set to go out and on what days/times. It's also helpful to have all of your "stuff" set on the calendar as a link to ed...
Guest over 1 year ago in Appointments / Campaigns 2

Notifications change of contact owner in account

We want our entire recruiting team to take part in the customer service of the contact. If their assigned recruiter isn't available, but their contact has questions or needs help, another recruiter can step up and assist. But they can't be able to...
Tyler Brenner 10 months ago in Notifications 1

Priority Note Option (pin note to top of timeline)

when inputting a note; it would be advantageous to have a checkbox that allows the note to be pinned to the top of the feed at Recent Activity>All
Guest about 1 year ago in Notes 2

Colored Labels

This would be useful in quickly accessing labeled items.
Guest 3 months ago in Labels 1

Merge duplicates across accounts linked in an organization

As a BK Admin who oversees an organization with multiple accounts, I’d like the ability to merge duplicates across my organization, rather than just at an account level. I want to avoid the risk of having multiple recruiters in our different offic...
Brokerkit Product Management 11 months ago in Data file imports 0

Create teams of staff members

I'd like to be able to group managers together and allow them to share contacts. Manager A and Manager B can see each other's contacts, but Manager C can only see their contacts.
Anna Mantica 8 months ago in Users & Roles 1

Email bounce notification

When sending an email thru Brokerkit, should the recipient email be full or incorrect, there is not "bounce-back"
Terry Young 4 months ago in Emails 2