User Ideas, Improvements and Issues

Dual Entry into the ADB system. Everything we add to Salesforce when setting up a new account we also add to ADB. This may be bigger than it sounds as we have been told the systems will NEVER integrate.

When an Account is made Inactive - all contacts under that account should be made Inactive. Once this happens in SF - the Portal users should then update and become inactive at the member and contact level. They should no longer be able to log in ...

Currently, the SSC team will manage the MAE's calendars and have been doing this via Outlook. However, there is a request to be able to manage this directly in SF without Outlook involvement.

The Bar Number does not feed down from the Individual to all affiliated Contacts. After speaking with Julie, this is known and expects to be resolved eventually with process changes involving on-line application and portal changes. Also, once it i...

New process effective January 1, 2020: Any Licensed Title Agent employed by a Fund Member is now responsible for reimbursing The Fund for their biennial appointment fee. This does NOT affect LTAs that are employed by The Fund. We need the new Role...

Mary Beth Middleton 02/13/20 04:40:18 PM Effective today, the date format for birthdate and Bar admitted date the in Create Individual transition screen requires alpha-numeric calendar date. Prior to today, the format was MM/DD/YYYY. Individ...

M&AS is requesting the following option be added to Role for Contact in SalesForce: Fund Employee. Currently, our Roles inaccurately reflect Fund Employees who are appointed to an underwriter for placement of their license.

When using the contact transfer button on a contact that does not have an individual record, A new individual record should be created and linked to the contact record being made inactive and linked to the new contact record being created. Also, t...

A signatory/contact was just transferred from one firm to another. The Bar Admitted Date, Bar Number, Social Security Number, and Birth Date did not transfer over requiring us to manually input this information which increases margin of error. It ...