User Ideas, Improvements and Issues

Search Results Layout

I see that the Search Results layout changed in SalesForce. The Office/Branch # was dropped. I think that it is important to have it added back.

My recommendation is:

Account Name – Firm # - Branch/Office # - Active - FSE Group – Phone – Billing City – Owner Last Name
OR
FSE Group – Account Name - Firm # - Branch/Office # - Active - Phone – Billing City – Owner Last Name
OR
Active – Firm # - Branch/Office # - Account Name - FSE Group – Phone – Billing City – Owner Last Name

If you would like for me to expand on my reasoning, please let me know.

Thank You,

BETTY WHITE
Member Account Advisor
Attorneys' Title Fund Services, LLC
www.TheFund.com
P: 800.515.0155
C: 954.805.4111 (Direct Line/Cell)

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  • Feb 7 2020
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