Filtering for a certain date or period in timeline
We would like to have the possibility to search/filter by a certain date or period within the timeline in account, contact, oppty, lead, etc. to only see activities, cases, opptys, etc. which are created in this timeframe. The current way for fiiltering is not user friendly and unusable for ou...
Add signature to an appointment
The ability to be able to add a signature to an appointment when creating this activity from any type of records (accounts, contacts, leads, opps etc).
Currently you can only add a signature to an email which makes appointment requests look unfinished, no details of who you ar...
Add signatures to appointments
When setting up an appointment in CRM to send to a customer it will be send without email signature. This looks rather unprofessional. The signatures should be added to the appointment invitation to the customer. Furthermore, if you make the appointment in outlook and track it with CRM the ini...
Phone Extensions
Figure out a way where you can add a customer's phone extension to their contact screen. The parameters of the system do not allow you to add a customer's phone extension (i.e. Ext 134) at the end of the number or there is no spot to input it.
Mobile Phone Sync and update on Contact main form from electronic addresses tab
We would like to see the similar functionality of Business phone on the contact form to Mobile phone field. When we add a new party electronic address in electronic addresses tab by selecting Phone as Type, contact number/address with a phone number and Is Primary
About the alert displayed when scheduled dates conflict
I think it would be even more convenient if you could hide alerts that appear when scheduled dates conflict in the user settings.
Sales Calendar - Yearly selector in calendar view
I would like to obtain data on a yearly basis from the calendar. Currently, we only have three options available: single day, full week, and full month.
I would greatly appreciate it if you could consider prioritizing this request.
Create reminders
Being able to create alerts or memos for members for a certain date and the system releases them to us on the defined date as an alert, or a reminder.
Appointment - no automatically email
When creating an appointment, an invitation is usually sent directly to the customer as soon as an email is stored. However, there are exceptions where invitations should not be sent.
If an appointment has already taken place, you should still record the appointment but withou...
Lookup option in Recent Used Items
Update the way that the underlying system logic behavior works, when the actions of selecting a record from an advanced lookup and opening/creating a new record, to improve the Lookup option for Recent Used Items.
When selecting a record, it typically entails clicking on a spe...