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Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

Status Future consideration
Created by Guest
Created on Sep 29, 2022

Configure all Employee / Reporter Lookups to have same search and results

The lookups in the portals that go to contact object for Employee, Reporter, Involved Party, etc all have different search and results causing an inconsistency in the user experience. Configure all the lookups to contact for employees / reporter to search on the same fields and return the same fields in the results grid

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