13

Ability to work "Email Cards from Exchange" on RA when writing a mail with Japanese

On Relationship Assistant, currently, "Email Cards from Exchange" doesn't work when email is written in Japanese. Even if it's English, "Email Cards from Exchange" works on only [Issue detected], [File requested], and [New lead/upsell oppotunity]. It would be much better if all functions in "Emai...

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Category: Relationship Insights (21)

STATUS DETAILS
New
9

Custom Alerts / Cards

It would be really useful to be able to create custom alerts or cards for insights.  An example could be to create an alert / card for an Opportunity that has been stuck in a stage (process bar) for a period of time.

The first step would be to be able to raise an alert v...

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2 Comments

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Category: Relationship Insights (21)

STATUS DETAILS
New
6

Include custom Insight Cards in Customer Engagement Plan and Application Enterprise licenses

Custom Insight Cards are a very powerful feature and the core CE applications, Sales, Customer Service, Field Service and PSA benefit hugely from this feature. My suggestion is to include custom Insight Cards in Customer Engagement Plan and Application Enterprise licenses.

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Category: Relationship Insights (21)

STATUS DETAILS
New
6

Display more rows and information on custom Insight Cards

Custom Insight Cards are a really power way to deliver information, however the area for custom data is quite limited. My suggestion is that custom Insight Cards would display more than 3 rows of data and that the visible area would automatically expand when there is more than 3 rows of data.

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Category: Relationship Insights (21)

STATUS DETAILS
New
4

Allow users to remove emails not yet tracked using auto capture

When an activity, such as an email, is auto captured in CRM and presented to the user as a possible activity to track, there is no way for the user to discard the suggested track. The email may be something the user doesn't want to track in CRM, but they still want to keep the email in CRM. It...

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Category: Relationship Insights (21)

STATUS DETAILS
New
4

Action Card - Open mail to Outlook

It would be nice to have the 'Open Emil' Action on the Action card take you to the emil inside the full Outlook Web App, instead of just the email inside a browser

 

Even better would be to have the option of opening the mail inside the full Outlook desktop client or the b...

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1 Comments

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Category: Relationship Insights (21)

STATUS DETAILS
New
3

Relationship Assistant is causing an error on the Notes pane

When only Notes appears on the social pane and Relationship Assistant is active it causes the bug No Notes found and the user can't create or view notes. This occurs in custom entities, when relationship assistant is turned off the notes area works.

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Category: Relationship Insights (21)

STATUS DETAILS
New
3

Relationship Insights functionality not working properly

We have enabled Relationship Insights preview on our organization and we have noticed that two feature simply do not work in our instance:

  • The Email insights section- it is enabled, deployed, and published but it does not appear in the email view. MS Support has confirmed that t...

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    Category: Relationship Insights (21)

    STATUS DETAILS
    New
3

Be able to move and manipulate the relationship assistant card

The relationship assistant cards are great! However, it seems as if I have to close, or snooze the cards in order to view the next cards. It would be nice to be able to manipulate the cards for effectively. 

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Category: Relationship Insights (21)

STATUS DETAILS
New
3

Deleting items from your Outlook inbox should remove them from Auto Capture

When you delete an email from your Outlook inbox, it doesn't delete the item from the auto capture in CRM. It should. You have to delete the email from your deleted items in Outlook before it deletes the auto capture in CRM. This isn't a good user experience.

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0 Comments

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Category: Relationship Insights (21)

STATUS DETAILS
New