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Settings and activity

5 results found

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

    15 votes

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    under review  ·  1 comment  ·  CommandMC » MC Compliance  ·  Admin →
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    Jonatan Leon commented  · 

    Please remove the new Opportunity side panel and restore the layout to it's previous version prior to the 10/22/25 update. The recent change has made the system less user-friendly. The collapsible side panel that opens automatically takes up space on the right side of the screen, requiring me to close it just to access the document dropdown. The previous layout was much more efficient, with all elements visible on one page and nothing hidden.

  2. Adjust Notification Placement for Smoother Compliance Review Workflow

    5 votes

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    under review  ·  1 comment  ·  CommandMC » MC Compliance  ·  Admin →
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    Jonatan Leon shared this idea  · 

  3. Add System Tags to Clearly Identify Referral Status in "My Referrals"

    4 votes

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    under review  ·  0 comments  ·  Command » Referrals  ·  Admin →
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    Jonatan Leon shared this idea  · 

  4. 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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    Jonatan Leon commented  · 

    Allow agents to add their own document while using the "Split & Attach PDF" feature. Currently this feature uses the document placeholders that are in the checklist type. If an agent splits a form and a document placeholder does not exist for a form, they would not be able to fully split the document. We would like the "Add Document" feature to also be included in the Split & Attach PDF" feature.

    Jonatan Leon shared this idea  · 

  5. Add Co-Op Agent to Parties to the Transaction

    16 votes

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    under review  ·  5 comments  ·  Command » Documents and Compliance  ·  Admin →
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    Jonatan Leon supported this idea  ·