Searches/Tasks/Triggers
Priority assessed by the APEXA Governance Board in March 2022
| Key | Operational categorization | Summary | Business Need (What is missing or needs improvement?) | Business Value (how does this enhancement help you?) | APEXA partner | Priority |
|---|---|---|---|---|---|---|
| SD-918 | Searches/Tasks/Triggers -Trigger | Tasks/Triggers -Get a Trigger When a New Code Added to Contract (i.e. FundServ Code) | Partners are able to add s Fund Serv code to the contracts. However, there is no trigger for the other parties to know that a new code has been added to the contract. | Comment from Nov 1st 2017 Ops meeting: If a code is already issued/active and then a Fundserv code is added, Canada Life only knows this has been added when a comment is created to send a trigger. All parties agree that this is needed | MEDIUM | |
| SD-10637 | Searches/Tasks/Triggers -Trigger | Searches -Identify Legacy vs. Net New Contracts | Although partners are able to search and set up triggers for contracts by selling code, it is still difficult to identify and filter out legacy contracts from net-new contracts. | -Able to find all of the advisors that have onboarded and see how many have yet to onboard and handle accordingly -See how many net new contracts we processed/received | Sun Life | MEDIUM |
| SD-915 | Searches/Tasks/Triggers -Trigger | Tasks/Triggers -Allow Ability to Clone Existing Trigger | Partners are able to set up triggers on their profile. But the system is missing an option to duplicate a trigger, and build on that without creating a new search from scratch. | Comment from Nov 1st 2017 Ops meeting: Keep - All parties agree | MEDIUM | |
| SD-5587 | Searches/Tasks/Triggers -Trigger | Tasks/Triggers -Credit -Notification When There is a Rate Change | Equifax provides updates to APEXA on advisor credit information. But it is not possible to set up triggers related to a rate change for instance. | The ability to set up a trigger to be notified of rate changes for R5-R7-R8-R9 as opposed to all rate changes. Eg. R1, R2 and R3 etc...may not be concerning and we will have to filter through the trigger for ones we may want to action on. | Sun Life | MEDIUM |
| SD-30216 | Searches/Tasks/Triggers -Trigger | Notification time for triggers | The APEXA system scans all triggers every 30 minutes in the production environment and generates tasks if a new event has occurred after the last run. Nevertheless, some insurers would like to have a shorter trigger time to enable them to move cases forward more quickly. | Better adherence to APEXA, speed and time saving. Very often, the advisor is at the agency with the person accompanying him or her in the process, and a 30-minute turnaround time is unreasonable. | Industrial Alliance | MEDIUM |
| SD-12820 | Searches/Tasks/Triggers -Trigger | Task/Triggers -Not Receiving Email Notifications | In order to be notified that a task has been assigned to them, a user must be subscribed to the trigger that generated the task. Unfortunately, this also means that the user then receives notifications for all tasks generated by the trigger, instead of just those that are assigned to them. | We will receive notifications when contracts are assigned to us and we will see the correct number of pending contracts in the dashboard. | Foresters Financial (Financière Foresters) | MEDIUM |
| SD-949 | Searches/Tasks/Triggers -Trigger | Tasks/Triggers -Notification When No Modification Made for X# of Days/Action Not Taken Within a Certain Time | Triggers on APEXA can help partners track changes on the advisor or corporate profile. But there is no option to track how long an item has been outstanding. For example: a contract not signed within 5 days. | Comments from Nov 1, 2017 Ops meeting: The MGAs want to be notified that no action has been taken within a specific interval. This would be a useful feature for follow-ups. | MEDIUM | |
| SD-2264 | Searches/Tasks/Triggers -Trigger | Task/Triggers -Easy Identification of Advisors Modifying Information when Sponsorship is Granted | Advisors can ask carriers to sponsor their license. When sponsorship is granted, the advisor needs to update their APEXA profile with the licence. Carriers are able to identify advisors who have reported not having a licence. But it is difficult for the carrier to then know when these advisors have added the licence, since there is no trigger available to catch this event. | Currently, we ask the agent to add a comment and let us know when they upload their licence. Sometimes they forget to inform us when the licence is uploaded. This will create less manual work and a more efficient way of identifying these updates. The current process is cumbersome and requires significant manual work. | Industrial Alliance | MEDIUM |
| SD-932 | Searches/Tasks/Triggers -Trigger | Tasks/Triggers -Branch Code-Notification when Change is Made to Branch Codes on a Contract | In the contracting process on APEXA, the carrier or MGA can add/modify a branch code in the contract. However, there is no mechanism to inform the other parties that a new branch code has been set up in the contract. | MEDIUM | ||
| SD-30256 | Searches/Tasks/Triggers -Trigger | Add Carrier name to comments added | On APEXA, MGAs can set up triggers to catch comments added to a contract by carriers. However, it takes a few clicks to find out the name of the carrier that added the comment. The system is missing a filter for the trigger to target a specific carrier. | Less clicks to display the carrier name and helps us prioritize our workload. | Bridgeforce Financial Group Inc. | MEDIUM |
| SD-15462 | Searches/Tasks/Triggers -Trigger | Tasks/Triggers -Expiring Licence & E&O | As mentioned in the Operational User Committee meeting, FHG and HUB both voiced their issues with the Expiring Licence and E&O triggers. Proactive advisors sometimes upload the new license or E&O to their profile before it expires. Since they don't necessarily delete the expiring record, partners get tasks generated when these do expire. The system is missing an option to handle this scenario. | As the triggers are limited to certain search fields pre-determined by APEXA, we cannot avoid the issue whereby we get "Expired Licence" or "Expired E&O" tasks for Advisors who have in fact already uploaded their NEW licence or E&O but kept their old ones on the system. This limitation has pretty much made this trigger unusable. | Financial Horizons Group | MEDIUM |
| SD-12378 | Searches/Tasks/Triggers -Trigger | Task/Trigger -Credit Event: Credit Utilization | Partners are able to set up a trigger for changes in credit utilization. However, there is no option to set the percentage level at which to get alerted, as most partners will not conduct further investigation until the credit utilization hits 80%. | Helps us with monitoring advisors financial risk | Sun Life | MEDIUM |
| SD-933 | Searches/Tasks/Triggers -Trigger | Tasks/Triggers -Notification when Requirement Package is Fullfilled | In the contracting process, parties will be notified when a contract has been submitted or sent forth for approval. However, it is not possible to set up a trigger to have tasks generated when a requirement is fulfilled. | Comments from Nov 1st 2017 Ops meeting: There may be a better way to handle this. Canada Life had difficulty identifying when requirement packages are being completed. Sun Life is putting questions to themselves in the requirement package so when it comes back to them to action, it generates a trigger. | MEDIUM | |
| SD-916 | Searches/Tasks/Triggers - Saved Searches | Tasks/Triggers -Ability to Use Existing Saved Search to Create a Trigger | Partners are able to set up saved searches on their profile. But the system is missing an option to turn a saved search into a trigger, without creating a new search from scratch. | Comment from Nov 1st 2017 Ops meeting: Keep: All parties agree | MEDIUM | |
| SD-13271 | Searches/Tasks/Triggers -Task Management | Tasks/Triggers -Auto Assign Unassigned Tasks | Some partners assign tasks to their team members based on a specific advisor or corporation. The system does not have an option to automatically assign tasks based on these criteria. | Saves time in not having to look up each advisor and then assigning the task on relying on the users to claim the task. | HUB | MEDIUM |
| SD-7072 | Searches/Tasks/Triggers -Task Management | Tasks/Triggers -Assign Task in Bulk | Partners can assign multiple tasks generated by triggers to the same employee on APEXA. But it is required to assign them one by one, as there is no option to allocate multiple tasks to the same employee at once. | More efficiently manage workflow by allowing multiple tasks to be assigned to the same person. | Empire Life | MEDIUM |
| SD-16835 | Searches/Tasks/Triggers -Task Management | Tasks/Triggers -Improve Frequency -30min Too Long | In the production environment, triggers are updated every 30 minutes. This frequency can have adverse effects on organizations that use triggers internally to streamline the contracting process between their teams. | Efficiency Simplicity to manage and understand Workflow | Desjardins Sécurité financière / Desjardins Financial Security | MEDIUM |
| SD-12762 | Searches/Tasks/Triggers -Task Management | Tasks/Triggers -Change 'Assigned' to 'Task Owned By' | In the Search/Tasks menu results, the "Assignment" label does not clearly indicate who the task is currently assigned to. | Eliminates confusion. | Foresters Financial (Financière Foresters) | MEDIUM |
| SD-941 | Searches/Tasks/Triggers -Task Management | Tasks/Triggers -Allow Users to Claim all Tasks | Partners can assign multiple tasks generated by triggers to the same employee on APEXA. But it is required to assign them one by one, as there is no option to allocate multiple tasks to the same employee at once. | Comments from Nov 1st 2017 Ops meeting: While claiming task in the dashboard, a 'Claim All' button would be nice. All parties agree. | MEDIUM | |
| SD-13423 | Searches/Tasks/Triggers -Task Management | Tasks/Triggers -Reorder Tasks so Newest Show at Top | Partners can retrieve current tasks from the Search/Tasks menu. However, there is no option to sort the results from the most recent to the oldest. | easier to find current outstanding tasks & manage work | IDC | MEDIUM |
| SD-18221 | Searches/Tasks/Triggers -Task Management | Searches -Contracts -Add Status in Search Results | In the Search/Tasks menu, partners can look for tasks triggered by the system. Although it is possible to filter the results by the reason for the task generated, the screen is missing the current status of the contract in case it has changed since then. | It will save us a few steps. We won't need to open the contract container to find the status. If status is "active" we click on "complete" to remove the contract from dashboard. | Foresters Financial (Financière Foresters) | MEDIUM |
| SD-5057 | Searches/Tasks/Triggers -Task Management | Tasks/Triggers -Options to Delete a Task Instead of Just Claim & Assign | Partners will get tasks generated when the trigger captures the event. However, there is no option to delete the task if it does not require user intervention. | It would be helpful if you could add a "delete" option to tasks as well. Right now all we have is claim and assign, delete would be helpful | Barrington Wealth Partners Inc. | MEDIUM |
| SD-23920 | Searches/Tasks/Triggers - Searches | Searches -Advisor Search -Maintain Search Filters | Partner users are able to use the search menus on APEXA to find information quickly. However, the system does not keep the search criteria after the user clicks on the search result. As a result, the filters are to be reselected for each search. | It would save time during profile screening and contracting. | BFG Financial (Ontario) Inc. | MEDIUM |
| SD-30268 | Searches/Tasks/Triggers - Searches | Return to the previous page | APEXA partner organizations can use the search menus to quickly find information in the system. However, the system does not retain the search criteria after the user clicks on the search result. Instead, the filters are re-selected for each search. | Faster processing, fewer clicks to find information | DESJARDINS RÉSEAU INDÉPENDANT (DRIA) | MEDIUM |
| Searches/Tasks/Triggers - Searches | Search screens not retained when navigating backwards | Would save so much time from contantly having to type the search criteria all the time! | Boulos | MEDIUM | ||
| SD-906 | Searches/Tasks/Triggers - Searches | Tasks/Triggers -Allow Search by Date Tasks Were Created | In the Search/Task menu, there is no option to identify tasks that have been that are pending for a given period of time. | Comment from Nov 1st 2017 Ops meeting: "We have found that for triggers and searches, for what/when we need to work on items, we have found that we need to have the option of selecting ‘Greater than’. We have instances where we need to search for something that has been pending for a certain amount of days" | MEDIUM | |
| SD-28004 | Searches/Tasks/Triggers - Searches | Branch Codes -Adding Internal Branch Code to Dashboard Searches | There is no filter in the Search menus to screen advisors under an internal branch code. (Licence Search, Address change, Banking change, New Contract Request, E&O renewal) | MGA screening Efficiency | Bridgeforce Financial Group Inc. | MEDIUM |
| SD-28006 | Searches/Tasks/Triggers - Searches | Run a Report that showing the internal branch code | In the Search Advisors menu, there is no filter to retrieve advisors under an internal branch code. | Reduces manual work done by billable partners | Bridgeforce Financial Group Inc. | MEDIUM |
| SD-28981 | Searches/Tasks/Triggers -Searches | Include Internal Branch to Email Search | For organizations using internal branch codes, it would be helpful to have this code added to the filters of the Search/Email menu. | This will allow us to create location-based trigger for changes with Advisors' emails. | PPI | MEDIUM |
| SD-29570 | Searches/Tasks/Triggers - Searches | Unmonitored Listings - Filter by Active | On APEXA, partners can search for advisors, shareholders and corporations that have an " Unmonitored" status. But the system is missing an option to filter out profiles for which the partner does not have an active relationship. | It will encourage the MGA's to tackle the high volumes of Advisors in an Unmonitored Status | Financial Horizons Group | MEDIUM |
| SD-7216 | Searches/Tasks/Triggers -Searches | Tasks/Triggers -Create Trigger for New/Update E&O by Region/Branch | For partner organizations using branch codes, there is no filter or trigger in the Search/E&O menu to get changes on E&O per branch code or per region. | Help manage workflow for different branches of MGA | IDC | MEDIUM |
| SD-907 | Searches/Tasks/Triggers - Search Extracts | Searches > Advisor >Allow Search on Licence Conditions or Changes Made to Existing Conditions | While it is possible to search for license information, the system is missing an option to search for license conditions. | MEDIUM | ||
| SD-914 | Searches/Tasks/Triggers - Search Extracts | Branches -Export and Sort Branches Added to a Contract | For organizations using internal branch codes, it would be helpful if this code was included in Search/Contracts results and exports. | Comment from Nov 1st 2017 Ops meeting: Keep: Nice to have, but low priority | MEDIUM | |
| SD-14359 | Searches/Tasks/Triggers - Search Extracts | Reports/Extracts -Add Additional Fields to Extracts | In the Search/Contracts menu, partners can pull up a list of their contracts for further evaluation. However, there is no indication of the contract hierarchy in the extract. | This will save a significant amount of time from having to run a filter for each MGA/AGA/Corp which can be very time consuming as there are a number of different filters we run to manage our business and a large number of MGAs; AGAs and Corps. | RBC | MEDIUM |
| SD-5280 | Searches/Tasks/Triggers - Search Extracts | Searches -Contracts Extract -Include FundServ Code in Report | In the Search/Contracts menu, partners can pull up a list of their contracts by FundServ code for further evaluation. However, the FundServ code is not available in the Excel extract of the results. | It would be beneficial if we could export all the changes and do some formulas to see which need to be updated, but there is currently no field in the export that shows the Fundserv code, so we have to go and open every one of them one by one. | Sun Life | MEDIUM |
| SD-952 | Searches/Tasks/Triggers - Search Extracts | Searches -Extracts -Consolidated Extract for All Profile Information in One Report | The system allow partner organization to extract search results for an advisor or corporation. However, there is no option to export all information of a single profile at once. | Comments from Nov 1, 2017 Ops meeting: Sun Life would like to extract all profile information in one file, instead of having to export from each area in the system. It would be easier if the system had 'export all' feature to facilitate screening and contracting. | MEDIUM | |
| SD-28982 | Searches/Tasks/Triggers - Search Extracts | Add Internal Branch to all Exports/Extracted files | For organizations using internal branch codes, it would be helpful if this code was included in any exports, where applicable. | This will allow us to segregate the work more efficiently amongst our administrators. Also, easier to identify Advisor regions. | PPI | MEDIUM |
| SD-908 | Searches/Tasks/Triggers - Search Extracts | Searches -Separated First and Last Name (Rather Than Full Name) in Searches & Extracts Consistently | In the search menus, some screens allow you to search by the advisor's first and/or last name, while others only have the full name available. | Comment from Nov 1st 2017 Ops meeting: Not all searches and extracts are separated. Extracts and searches should be consistent. | MEDIUM |
Pending review by the APEXA Governance Board
| Key | Operational categorization | Summary | Business Need (What is missing or needs improvement?) | Business Value (how does this enhancement help you?) | APEXA partner | Priority |
|---|---|---|---|---|---|---|
| SD-956 | Searches/Tasks/Triggers - Triggers | File Upload to Deceased Profile | Allows business to receive a trigger when a document is uploaded to a profile marked ‘deceased | Allows business to receive a trigger when a document is uploaded to a profile marked ‘deceased’ | NONE | |
| SD-40686 | Searches/Tasks/Triggers -Triggers | Enhancement - Comments indicator added to Contracts view | In the platform, APEXA partner customers can set triggers to capture a new comment on a contract. However, there are no indicators on the contract indicating that a comment has been added and that the comment has not been seen. | It is very difficult to know if there is a comment from the company on a contract - It would be good if in this view which gives a complete view of the status of a contract - to add a column with an indicator s' there is an unread commentary on this contract - so visually one would see if anything is missing. Because the insurers do not return the contract to us (AG) so we have to enter the contract to find out if something is missing. | MICA | NONE |
| SD-50853 | Searches/Tasks/Triggers -Triggers | External Signatures - Trigger | Right now there is no ability or functionality to receive a notification when external signature are completed. We have to go in and check them regularly. It would be beneficial to be able to set up a trigger to get a notification when they are completed. Same some time following up with individuals and or looking to see if they are done. Often people forget to let us know they have completed it. | Barrington Wealth Partners Inc. | NONE | |
| SD-51053 | Searches/Tasks/Triggers - Searches | Contract Listing - Corporations | Currently on APEXA, non billable corporation profiles do not have the ability to identify the contracts for which they are the target party, or identify the contracts for which the advisors under them are the target party. They will have to open each contract before they can identify the contract parties under the Primary party. The client is requesting for us to create a contract search dashboard similar to the existing one for billable clients , so that non billable corporations can see the target party in the contracts reporting under their profile | To obtain a contract listing easily - this is helpful especially when corporations or advisors are contracting with a new MGA. Or even when they want a contract listing, there is no functionality right now to do this at all. Even if the current contract listing has a new column with advisor or corporate name so you could identify who it belongs to. or a search functionality like partners have. | Barrington Wealth Partners Inc. | NONE |
| SD-48610 | Searches/Tasks/Triggers - Searches | Ability to Run a Report to Show Which Advisors are not Linked to our MGA Branch | Currently on APEXA, billable clients can only filter the search for advisor using their existing internal branch & contract branch codes, there is no means of searching for advisors that have NO branches, and a column for branches is not included in the excel extract generated. The client is requesting for the below: 1. Include an option to allow clients search for advisors with NO branches 2. Include an internal branch and contract branch code in the excel extract generated | update profiles to include the Branch they are linked to. There are currently a lot of advisors who are not linked to any IDC WIN branch. Compliance would like to see the Branch information on the advisors/corporation profiles. | IDC | NONE |
| SD-30761 | Searches/Tasks/Triggers - Searches | Search - VIP advisors with access | Partner companies can mark an advisor as VIP in APEXA, if they wish to prevent certain employees from accessing that advisor's profiles. However, there is no search filter to easily find VIP advisors in the Search/Advisors menu. Furthermore, this information is not available in search extractions. | Data, dashboards, time saving, extractions, etc. | Industrial Alliance | NONE |
| SD-35237 | Searches/Tasks/Triggers - Searches | be able to search on a specific date for credit ratings | In APEXA, eligible advisors receive credit score updates via Equifax. Partners can search for advisors with a credit score between 450 and 850 in the Search/Advisor menu. However, it is not possible to find advisors with a credit score between 450 and 850 at a specific date in the past. | useful for our compliance sector | NONE | |
| SD-63682 | Searches/Tasks/Triggers - Search Extracts | Advisor Search >Different Email Address on Extract | The Advisor Search extract presently only includes the email that the advisor on-boarded with. Clients need the current email address in the extract to contact advisors. | I was running a report on Attestations not completed and Overdue. I noticed that there are a number of Advisors (so far I found around 80 ) whose email address on the report is different from the email address that is on their profile.As we will be reaching out to the Advisors, we wanted to make sure that the email address from our system is the same as their email address on their APEXA profile. How can we verify the email address without having to run another APEXA report or click every single APEXA ID just to visually inspect the email address information? | PPI | NONE |
| SD-36715 | Searches/Tasks/Triggers - Search Extracts | Unable to pull Ad Hoc reports -Performance | Clients who are APEXA partners can search and extract data from the system. However, the search will not execute when the data is too large.The system should be modified to handle big data. | Allows for reporting | Equitable Life Insurance Company of Canada | NONE |
| SD-66183 | Searches/Tasks/Triggers - Search Extracts | Credit Report | Hi,Please add the following information in the credit report extract:
| Accurate and helpful information. | PPI | NONE |
| SD-45945 | Searches/Tasks/Triggers - Search Extracts | Extracting a package list | When we have to update packages for questions or agreements, it would be easier to have a list of the packages we have. The view we currently have is not complete. | Desjardins | NONE | |
| SD-51171 | Searches/Tasks/Triggers - Search Extracts | Include hierarchy in report exported from the Contract Search | Currently, when a list of contract search is returned, clients can only see the name of the primary party and the target party in the contract, they cannot see the names of the other parties in-between. The client is asking for APEXA to update the dashboard and include the other contract parties in a contract hierarchy in a contract search result | Time saving, more efficient & accurate in data mapping. | Barrington Wealth Partners Inc. | NONE |
| SD-30397 | Searches/Tasks/Triggers - Searches | Triggers - Code confirmation | It would be nice to be able to sort by name and to have a search bar if you want to search by code, for example. Being able to see the most recent codes issued first would also be appreciated. | APEXA partners can search their profile for tasks generated by their triggers. However, it is not possible to filter or sort by code or name on the Search/Tasks screen/ Les partenaires d'APEXA peuvent rechercher dans leur profil les tâches générées par leurs déclencheurs. Par contre, il n'est pas possible de filtrer ou de trier par code ou par nom sur l'écran Rechercher/Tâches. | DSF | NONE |
| SD-38229 | Searches/Tasks/Triggers - Searches | Reporting on Missing CRC's | Ability to run more specific searches such as advisors without CRC’s completed. Right now you can only run advisor search based on CRC results however, we need to know who in the system doesn’t have a CRC at all. This is not an option | For compliance and continuous screening practices we need to know who doesn't have a CRC or never completed a CRC. right now we have no way of tracking this in APEXA as there is no search function for advisor "without" CRC. | Barrington | NONE |
| SD-46693 | Searches/Tasks/Triggers - Searches | Trigger - Attestations Completed | We do an annual review on all advisors at time of attestation. Right now we cannot run any reporting on advisors that have completed their attestation. We do have a trigger set up for completed within 1 day however, that seems to miss people. | Currently on APEXA, we do not have a search option to search for advisor that have completed their attestation. The client has requested for this option to be added in search so they can use it to create triggers | Barrington | NONE |
| 53523 | Searches/Tasks/Triggers - Searches | Expand PROD and InTrust Excel Extracts | Ability to cross-reference PROD and InTrust data sets to easily identify Advisors with APEXA profiles who have non-imported contracts InTrust. | Presently, there is no way to cross-reference the InTrust and APexa data sets using the APEXA ID. The APEXA ID is created when a record imports from InTrust to APEXA proper and does not feed back into InTrust for extraction into an Excel file, as these are separate databases. Cross-referencing of the data sets is unfortunately a manual process currently. They suggested that you could use the Name + Email field from the InTrust extract to search on the APEXA proper extract. This causes issues when a previously onboarded Advisor/Corporation may need an additional invite from InTrust that holds legacy contracts. | NONE | |
| SD-69076 | Searches/Tasks/Triggers - Searches | CREDIT SCORE REPORTING | I am being asked to run a credit score report for all IDC WIN advisors 600 and below.When I run the report I noticed that there is no CREDIT SCORE column stating what each advisors credit score actually is!There is also no BRANCH column either to be able to sort our advisors by branch… vs running 10 different credit reports by branch.I am submitting this enhancement request to add Internal BRANCH codes and CREDIT SCORE # when a credit report is run. | Adding Branch column allows us to filter a large report by IDC WIN Internal Branch codes vs having to run a dozen or more reports individually. Adding the actual credit score for each advisor at the time the report is run, gives visibility to the person reviewing the information i.e. compliance department, vs having to search up each advisor and navigating to locate their credit score (not efficient). | IDC | NONE |
| SD-42357 | Searches/Tasks/Triggers - Searches | Improve Searchability of outstanding requests or information | When advisors receive notifications regarding items to action i.e comments on a contract, it is extremely difficult to find the o/s comment/requirement if they don't have the notification email handy to click on the link to take them to the item to action.We would like to see these o/s action items right on the advisor Dashboard prompting them when something needs attention, without having to get them to rely on the link in the notification email.It would be beneficial as well for the advisor to be able to find a comment even after it has been resolved. | Implementing 'items to action/review" right on the dashboard would eliminate advisor frustration and the system is much more intuitive for the end user. | IDC | NONE |
| SD-44527 | Searches/Tasks/Triggers - Task Management | Filter Tasks - Expanded | We should have the ability to either filter tasks or search within the task window. Search by name or application ID would be beneficial or even filter them alphabetically. Task listings, even for one individual, can become lengthy and it is often hard to locate the task that you are working on to close it out. You have to go through a whole listing (sometimes hundreds) to find one item. A search function by name, application ID or filter alphabetically would save time. | Currently on APEXA, users are not able to filter all tasks- either those assigned to to a user. The client is asking for a feature to enable users search for and filter tasks either by category, name, application ID or alphabetically.. | Barrington | NONE |
| SD-30406 | Searches/Tasks/Triggers - Task Management | Task report request | Currently there is no option to generate a report of tasks. We would like to be able to generate a report of unassigned tasks, assigned tasks and to whom they are assigned to (for every type of task). | Partners are able to search for tasks generated by their triggers on APEXA. But there is no option available to extract the search results in the menu Search/Tasks. | HUB | NONE |
, multiple selections available,