When viewing cases, filter settings are not saved. What would be great is the ability to create multiple pinned views. I'm envisaging the ability to create a set of tabs on the case view screen, each of which is a specific saved view, e.g. all open LOA cases, all open pension transfer cases. These tabs can be firm level pinned for all users, or user level pinned for their own way of slicing and dicing the data. This will save time having to re-create, chop and change filters through the admin process.

The same applies to tasks, and thinking about it, probably to clients, prospects, and plans too.