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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 6 months ago in Notifications 1

Agent alerts campaign trigger

Trigger campaigns to start or stop based on agent alerts This idea is dependent on this other idea being completed to capture the agent alerts: https://ideas.brokerkit.com/ideas/BKPD-I-605
Brokerkit Product Management about 2 months ago in Campaigns Triggers / Relitix Integration 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 4 months ago in Users & Roles 1

Finding leads that completed campaign

Recruiters could benefit from this because if you wanted to go after a lead that did not respond to your campaign previously, you could go back after them months later or next year without searching every single lead. If it was as simple as being ...
Taylor Meier about 2 months ago in Campaigns 1 Already exists

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 10 months ago in Notes 2

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 almost 1 year ago in Appointments / Campaigns 0

Link in Brokerkit to contact info in Relitix

This would give me the ability to look at all the info in Relitix without having to manually do a person search in their website.
Guest 4 months ago in Relitix Integration 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 7 months ago in Data file imports 0

Drill down in Activity Report

Not sure what more detail to add. Should be obvious from the descriptions above.
John MacGilvary 2 months ago in Dashboards & Reports 1

Update file importer to map fields on import dynamically

Update file importer to map fields on import dynamically This would allow you to import a spreadsheet where the column headers in the file don't match the import template This would not transform the data so it would still need to be in the right ...
Brokerkit Product Management 3 months ago in Data file imports 0