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CommandMC: MC Compliance

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Improve the new Compliance Viewer Filters and Queue

We need all of the same filters we used to have in the old Compliance Queue, readily available off to the side just as before. It is incredibly counterintuitive to have to open a filters tab and then select filters and then click save. This change turned a one-click action into a 3-click action. We also no longer have the ability to filter by Opportunity type and event, this is extremely important for training new admins in market centers. Seeking input from Market Centers using this technology prior to overhauling an entire section of command used to be the norm and it would be nice if KW continued to do so.

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Cody Evenson shared this idea  ·   ·  Report…  ·  Admin →
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  • Karin Haubold commented  ·   ·  Report

    AND give us the abilty to save our preferred settings - every time I go back in I have to re-do the settings - I ALWAYS want to see all opportunities - not filtered for submitted and re-submitted - but what I really want is to be able to see EVERY opportunity that has been created - FREQUENTLY agents put docs into an opportunity that is not at active status, and then don't submit them, so it makes it virtually impossible to find these docs.

  • Whitney Messer commented  ·   ·  Report

    The slim choices for filters compared to what we had prior to April 9, 2025 has effected our ability to accomplish relatively easy tasks. It is a critical need that will continue to effect our ability to service our agents and the level of service they were accustomed to. Please either give us back what we had or build the update to mirror exactly what we had available. THIS IS VITAL

  • Cody Evenson commented  ·   ·  Report

    These new filters also make it incredibly difficult to find old Opportunities. We have to open the filters, add the approved and returned statuses and then search the Opportunity. Once finished, you have to open filters again and remove them to see the files waiting for review. The entire system is completely counterintuitive and adds so many extra steps that were not needed before. This needs to be fixed as soon as possible.