User Ideas, Improvements and Issues

The Sales Department, particularly the Coordinators, need the Inactivation Reason added to their profiles so they can better assist members and not have to rely on membership for the reason a member/provisional member is inactive.

Report needed for clean up project to facilitate the identification of a portal owner for future development of SalesForce.

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 requested the following additional pick list options to Status Reason for Contact in SalesForce: Member's Request, Suspended, Terminated, Transferred, DMS Customer. For the past year our status reasons have been inaccurate which makes our...

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.

Membership is unable to select the Account Type of Member, Account Sub-Type of Escrow, with the Account Status of Inactive. Get error message: The combination of Type, Sub Type, Status and ATID Category is not valid. Need ability to set up custome...

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 ...