If a saved view is used in a home page and the saved view is changed, the home page does receive the updated saved view. It continues to run the old view.
Wherever saved views are used they should always read back to the saved view so you receive current data.
Currently you have to remove the button or list on the home page and add it back for it to update. This is an operational nightmare.17 votes
Once have created a saved view, it is currently not possible to edit the search criteria. If selected 3 activity types and want to add another, currently must re-run a search, save it, configure it, etc. Seems crazy this isn't an existing feature.2 votes
In all fields where there is a number (market value, fee amount, percentage), these numbers should line up so that they are right justified. This allows the user to easily see numbers that are larger or smaller than the rest of the numbers. This change would be helpful on all views in Satuit as well (Accounts View in particular), not just saved views.11 votes
Right now we can do a save view and add the fields "Total Plan Assets", "Define Benefit" and "Defined Contribution" to our browse-list - Why can we not add the field "Endowment/foundation assets" ? if the information is available under "Asset Information" box, why can we not do a search by particular value, but the: "Total Plan Assets", "Define Benefit" and "Defined Contribution" are an option?7 votes
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