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 "E...
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.
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.
Allow more than three levels to be displayed by default on the Org Chart
When viewing the Org Chart from a company, only the top three levels of the hierarchy are displayed. Any lower levels, underneath the top three, are hidden from view by default and it is not obvious which nodes have associated records without scrolling each one. It would be a big improvement if ...
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 the...
STATUS DETAILSNeeds Votes
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.
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 bro...
Appointment Insights (Wider Appointment Interaction)
Showing email interaction could be very useful. It would be really good if this could be extended to Appointments, users would be able see if an Appointment invite has been read, marked as Accepted (or Rejected) and would also see cards for this.
Related to this and I be...
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.
Relationship assistant Stakeholder should Salesteam member for users
We keep getting prompted to add a User as a stakeholder having been CC'd into an email. If you Add the stakeholder then a new contact gets made with the user's email address. This prompt should be ignored for Users or give the option of adding the user to the sales team rather than as a stakeh...