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Communications: Need a 'View Only' Role/Access for Content Administrator in Communications

Status: Needs More Info Submitted on ‎10-05-23 07:34 PM Submitted by on ‎10-05-23 07:34 PM
1 Comment (1 New)
Having a 'view only' role would allow reps to see the full content of a letter template without going through the process of creating a letter to see the details.  The existing Association Report does not sufficiently provide the full details of the templates or reusable content. ... View more
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Document Automation - Ability to delete duplicates

Status: Needs More Info Submitted on ‎23-05-22 02:30 PM Submitted by Staff on ‎23-05-22 02:30 PM
1 Comment (1 New)
Being able to delete cases if needed (like duplicates). I think these drop off after 7 days, but the ability to delete would be nice to have. ... View more
0 Likes

Document Automation - Dashes blurred

Status: Needs More Info Submitted on ‎23-05-22 02:31 PM Submitted by Staff on ‎23-05-22 02:31 PM
1 Comment (1 New)
The dashes in the SSN/phone #s seem to always come through as questionable even when typed and clear. ... View more
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UX Builder - FVD Filtering

Status: Needs More Info Submitted on ‎23-05-22 02:11 PM Submitted by Staff on ‎23-05-22 02:11 PM
1 Comment (1 New)
It provides dynamic form behavior.  Three different LOB fields can be used as a collection to dynamically populate the FVD values based on field 1’s selection. ... View more
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