Create Smartviews for Transactions

When you use a set of filters often, save that set of filters as a SmartView. You can then access that set of filters without having to reset them each time.

To create Smartviews for transactions, complete the following steps:

Note

CommandMC is available only to certain KW roles. For more information, see CommandMC Access by Role.

1. From a browser, go to: https://console.command.kw.com.

2. Log in using your Keller Williams user name and password.

3. On the top-left corner, click CommandMC.

4. On the left toolbar, click Transactions .

5. Click the Transaction tab at the top of the page.

6. After the desired filters have been selected, click the Smartview drop-down and select Create Smartview.

   For more information on filtering recruits, see Filter Transactions.

7. Name your SmartView, then click Save Smartview. To access this Smartview in the future, click the Transactions drop-down at the top of your transactions list, and choose it from the list.