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  1. Enhancing the new Compliance Request experience

    2 votes

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    under review  ·  1 comment  ·  CommandMC » MC Compliance  ·  Admin →
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    Kimberly Herbert commented  · 

    A few more notes to this: we're no longer able to see the Opportunity Name in the list view. We also used to be able to filter by folders (ie. Listed, Under Contract, Closed) and are no longer able to do so

    Kimberly Herbert supported this idea  · 

  2. Create an additional status of IN PROCESS which would be an alternative to RETURNED or APPROVED. Ag

    4 votes

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    under review  ·  0 comments  ·  CommandMC » MC Compliance  ·  Admin →
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    Kimberly Herbert supported this idea  · 

  3. Make Estimated Closing Date Field Required

    2 votes

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    under review  ·  1 comment  ·  Command » Opportunities  ·  Admin →
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    Kimberly Herbert commented  · 

    Right now, when I sort transactions by "Closing Date Soonest", Command uses the Estimated Close Date to sort. Many agents don't enter the Estimated Close Date so these files essentially get lost in the queue. Agents are only required to enter the Closed Date when entering their Commissions. We either need the Sort by feature fixed to pull the Closed Date, or make the Estimated Close Date a mandatory field.

    Kimberly Herbert supported this idea  · 

  4. Compliance Feedback Templates

    10 votes

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    under review  ·  0 comments  ·  CommandMC » MC Compliance  ·  Admin →
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    Kimberly Herbert supported this idea  · 

  5. Customizable Compliance Statuses

    14 votes

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    under review  ·  6 comments  ·  CommandMC » Admin Applet  ·  Admin →
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    Kimberly Herbert supported this idea  ·