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Settings and activity

10 results found

  1. Way to toggle off the New Detail Panel when opening an Opportunity

    12 votes

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

  2. Gemini Ai Features

    29 votes

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    under review  ·  3 comments  ·  Command » Settings  ·  Admin →
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    Kimberly Herbert supported this idea  · 

  3. Ability to edit Estimated Closed Date after an offer has been accepted

    18 votes

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    under review  ·  0 comments  ·  Command » Opportunities  ·  Admin →
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    Kimberly Herbert supported this idea  · 

  4. The "Close Date" in transactions needs to feed from the Estimated Closing Date in Opportunities

    2 votes

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

    We also need this feature from a compliance review standpoint. We encourage agents to submit their Commission request within the first week. Closing dates change and Compliance needs to be notified when closing dates move up. Easiest way to do this would be for agents to update the Close Date within the Opportunity.

    Kimberly Herbert supported this idea  · 

  5. Adjust Notification Placement for Smoother Compliance Review Workflow

    5 votes

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

  6. Move "Your document has been successfully updated" banner away from the Approve/Reject Document buttons

    7 votes

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    under review  ·  3 comments  ·  CommandMC » MC Compliance  ·  Admin →
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    Kimberly Herbert supported this idea  · 

  7. Add "Add Document" Option within "Split & Attach PDF" Feature

    7 votes

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    under review  ·  2 comments  ·  Command » Opportunities  ·  Admin →
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    Kimberly Herbert supported this idea  · 

  8. Enhancing the new Compliance Request experience

    2 votes

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    working on it  ·  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  · 

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

    5 votes

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

  10. Compliance Feedback Templates

    18 votes

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    under review  ·  1 comment  ·  CommandMC » MC Compliance  ·  Admin →
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    Kimberly Herbert supported this idea  ·