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jessicalwood / UserFeedback2014-5

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Shareholder Filter #249

Open jessicalaurawood opened 9 years ago

jessicalaurawood commented 9 years ago

https://na4.salesforce.com/ideas/viewIdea.apexp?id=08760000000Gyr0

jessicalaurawood commented 9 years ago

20 Points Shareholder Filter Open A client told me today that it would be incredibly useful to have a filter that returned companies where we had the Shareholder information. Obviously this would only work when theywere also looking for Private companies. In addition, could shareholder by a 'Contact Type' in the Contact search filters? 0 Comments » Posted by alisdair.watson to Avention on 1/29/2015 12:06 PM Hide Section - Additional InformationAdditional Information Which customer(s) made this suggestion? BCMS CORPORATE LTD What customer impact would this have? This would allow the customer to make us their preferred solution, and they would 100% renew in 2015. Add Your Comment Comment

Last 100 Votes jessica.wood alisdair.watson

jessicalaurawood commented 9 years ago

UX comment:

Interaction could be: • user selects Ownership type: Private • Checkbox appears (per this condition) right below Ownership Type field with language "Show only company records with Shareholder information" See quick mock in Search 4.0.