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  1. REP Default fields by business unit and/or Role

    Many users have asked for the system to "Know" what business unit or role they are so certain picklist values would automatically default the same response. For example: DBUTLER is on the institutional team. Any time the form/record has the business unit global picklist make it automatically populate with institutional. She is a relationship manager. Automatically have the Activity Category populate with Relationship management unless she actually changes it.

    3 votes
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  2. Make the Fast Find field less precise

    Some folks in the office have noted that the Fast Find box is "overly precise" and have asked that the Fast Find offer suggestions if you enter a business or contact name incorrectly.

    1 vote
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  3. date tokens for custom search

    We would love to have date tokens where we can determen the look back/ahead criteria. We would like to have Previous X Days/Weeks/Months or Forward X Days/Weeks/Months

    7 votes
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