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Succession Planning Overview page - Filter issues
Summary:
On the Succession Overview page (My Client Groups > Succession Management), we have identified the following bugs with the Owner and Incumbent filters:
- The filters do not prioritize the most relevant search results. When searching for a full name, the system searches first and last names separately, failing to place an exact full name match at the top.
- The list of values includes inactive assignments for users without indicating the current active assignment. Selecting any profile option returns the same search results.
Action Required: Please advise if these are known bugs with a fix on the roadmap, or if I should raise a Service Request.
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