Remove the need to select "Rollup Field" sub grid to activate "Add New Rollup field" under Goal Metrics.
Many of our client super users find it difficult to create Rollup Fields. Not because of the logic within the rollup fields or the actual metrics, but because the button remains unresponsive. That is, until you have clicked somewhere within the Rollup Fields sub grid. I understand the logic if t...
Limited Validity on Voice of Customer Survey Invite Link
We have received this requirement from multiple customers that Survey invite link must expire after certain interval of time and end user should get a message of expiration message. But unfortunately b this is not available in OOB voice of Customer. This feature must be included in Voice of Custo...
Error on unified interface should be specific
User was facing issue while closing the opportunity as close or won and was getting an error as " Business process error required fields are missing" which explains the cause of the issue on standard interface, however on unified interface the error is not specific. we would like to suggest th...
Activity - Social Wall/Timeline - Ability to see what was read and what was not
Ability in social wall to see what was read and what was not. Especially important for emails.
Added in version 9 UCI - possibility to filter to see those emails which were not red.
[Added 9.0] Activity - Social Wall/Timeline - Ability to customize the form of task creation in social wall
The form is not customizable and this makes the social wall not productive. Use case: the user wants to create task from Acocunt form by using add task on social wall. The user needs to set for the task custom field which is "task type". The quick creation form available in social wall is not cus...
Activity - Ability to assign activity to "me"
For opportunity, it exist possibility to assign it with two click to "me" while for activity there is no this option. It is requested to align those two behaviours and have this possibility also for activities.
[IMPORTANT] Queue - Automatic cleaning when moving from one queue to another or assigning to user
Required behaviour:
- when the record is moved from one queue to another - the "working on" field should be emptied
- when we change the owner of queue, we clean the field "working on" on the related queue item
Product - Ability to use product lines without price list
Ability to use product lines without price list Very old constraint this, many customers that have done a workaround with a custom Opportunity Product entity in order to get a better user experience, and then using plugins to sync with the built-in Opportunity Product entity so as not to break e...
Activity - The appointment in social work shows end date not start date
The appointment in social work shows end date not start date, this is very confusing
Ability to poulate data on Lead through relationship
It is not possible to define the mapping (mapping link is disabled) for any 1*N relationship attribute that has related entity 'Lead' (Refer to Notes section)