User Ideas, Improvements and Issues

This is regarding the voice to text function within Salesforce. The goal is to figure out a way that is efficient and accurate for Advisors to enter their notes directly into Salesforce for a given appointment. If we can get this function to a goo...

Receive the following error message when creating a new individual: Create Individual from Contact An unhandled fault has occurred in this flow An unhandled fault has occurred while processing the flow. Please contact your system administrator f...

The following combinations do not currently work in SalesForce and need to be added/updated: Non-Member | Escrow | Active Non-Member | Reprographics | Active Legacy Type and Status would be NM | A

As of today, we are unable to update the role of a Member/Signatory. This is done on a regular basis. We already have three to do today when we discovered the bug. Interestingly, we can create a contact and change the Role of General to Signatory ...

Attempted to correct name on Individual Records (with four affiliated contact records) and received error message. Before: https://na89.salesforce.com/a3G2J000004PoN3?rowsperlist=35 Then tried to change first name to Eduardo. All duplicates were m...

Please add both of these back to the Search Results page. The Member Number is for the specific account and the Firm Number ties back an account to the Member Number. For example, if I try to lookup Landmark Title it populates Firm #10579 on the s...

Please remove bar status from all contact layouts and the Individual record. Decommission this field - the business no longer needs this. Per Mary Beth and Peggy.

Things I'd like to see within the Mobile App and Calendar Sync feature: 1-My calendar doesn’t let me go more than three months out. 2-there is no syncing between Outlook and salesforce except when there is a calendar invite to outlook. I...