Agent Advisory Committee

Use this forum to share your ideas on Benefits Manager. You can also upvote other ideas here that you think are important. The more votes the more influence!

We consider all ideas when planning future development. Unfortunately, we can't commit to every idea shared here, but the ideas you submit could help us shape new features and enhancements.

If you are looking for troubleshooting help or need to report a bug, please contact Benefits Manager support instead.

Save current filters selected so that they can be applied as a default for next time

I want the set the default filters used on the Prospects, Clients, and Quotes pages, so that I can quickly get to what I find most important.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Apr 11 2018
  • Future consideration
  • Attach files

 

Thank you for contributing your ideas! 

For support, please email product@bsitpa.com