Compliance applet Filters
I would like the ability to customize the compliance activities that I need to see (in my case - ALL opportunities) right now I have to click to remove the filters EVERY time I go into compliance and search for something. AND as a bonus - I would appreciate being able to see EVERY opportunity that has been created, not just when paperwork has been submitted, because inevitably an agent creates an opportunity, uploads paperwork, and doesn't submit or change status, so the office cannot see it. If the office could see all, we can then move that forward into our compliance process without the agent being frustrated
4
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Karin Haubold
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