MVP Bug - preventDefault is not working on lead qualification
preventDefault is not working when applying validations on lead Qualification. Try below code
function LeadQualificaitonValidation(Context)
{
if (Context != null && Context.getEventArgs() != null)
{
var eventArgs = econtext.getEventArgs();
if (eventArgs.get...
Account Planning Capabilities
To be a leader in their industry, enterprise accounts perform strategic account planning and accordingly plan their sales force activities. Our product does not offer out of box capabilities to perform strategic account planning activities without doing extensive customizations. We also don�t hav...
Ability to create SharePoint Document subgrids on CRM Forms
Including the ability to manage SharePoint documents in a subgrid on the form
Ability to pin 'Activities' as a tab when you click on an Account or Contact profile
When clicking on an account or contact, we find the Activities Tab very helpful at clearly setting out the emails, activities and meetings associated with the account / contact. We feel it is much clearer and easier to navigate than the 'timeline' which features on the summary page.
Reintroduce advanced find
Please make a variant of advanced find available again. The filters in views is not enough to acutally find stuff.
Example: Yesterday I wanted to find tasks that had overriddencreatedon set, the column isn't available in the filters
If it's THAT ugly, make it ...
Ability to batch delete email attachments only
To delete only e-mail attachments, the default behavior is to do so manually, one at a time.
The Bulk Delete Records feature deletes not only attachments, but also the e-mail itself.
If only attachments could be deleted in bulk, the process would be less time-consuming and more eff...
Contact and Account Merging - display and allow selection of parent account
Previously when merging contacts, we could see which account each contact was set to. This functionality has now been removed which makes merging contacts who are the same person difficult when we can't see which company they belong to.
Can this please be introduced again f...
Multiple relationships when creating activity records by quick campaign
Activity records created by quick campaign automatically has relationship to the original quick campaign.
The created activity records don't have relationship to Contact record, and the original quick campaign has relationship to the Contact.
Due to this behavior, created activity ...
INHIBIT THE ADDITION OF TASKS INSIDE THE TIMELINE OF INACTIVE ACCOUNT OR LEAD
We need to make impossibile to add tasks in the Timeline of inactive Account or Lead. At the moment, when we deactivate an account/lead, the result is: - the grey bar above, that advise of it; - the user is not able anymore to fill in the fields. But we need to ihhibit also the addiction of task...
The ability to merge Opportunites
I would like to combine the numerous opportunities listed below without losing any of the activities, products, and updating the estimated revenue to all combined. We had multiple users entering Opportunities and they should all be under 1 Opportunity. We are requesting to have this option t...