User Ideas, Improvements and Issues

New Value in Role Field

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.
  • Guest
  • Feb 26 2020
  • Future consideration
Software or Initiative Salesforce
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  • Admin
    Dustin Foreman commented
    February 28, 2020 16:42
    Could you please describe how you would use this the role value of Fund Employee in reports, views or filters...
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