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Dream Factory by TruBridge Ideas Portal
Categories Security
Created by Guest
Created on Jun 25, 2025

Search by Rule ID in System Administration/Change default of "Show Details" to off.

It would be nice if we could search by the Rule ID - or add rules by the rule ID - when inside of System Administration. If I need to mirror securities from a specific individual to another, it would be much nicer if I could pull up the .pdf of the original employee's rules and then add search them or add them by the rule ID. That way, it pulls to the specific rule and not multiple rules with the same start. It would also be nice if the "show details" feature was not checked by default.

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