1

Print functionality within Customer Service Hub

It would be great if you could print out a service request from within the Customer Service Hub. Currently, you're only able to print screen which does not allow you to view the entire service request as a whole.

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Category: Customer Service Hub (54)

STATUS DETAILS
New
1

Provision to update the Escalated On in Case entity

We should have provision to update/set the Escalated On field in Case, either through UI or Code.

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Category: Customer Service Hub (54)

STATUS DETAILS
New
1

In Relevance Search, we need the option to view the records from “latest” to “oldest”.

In Relevance Search, currently we could list from “oldest” and To “latest” for modified on and created on. However we are missing and need also the option to list from “latest” to “oldest”.

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Category: Customer Service Hub (54)

STATUS DETAILS
New
1

Efficiency

When a member of the public selects a department that they would like to deal with, all other departments should disappear from the screen. As person making the return calls to a member of the public, I find that there is too much time scrolling up and down the page to see the remarks or comments...

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Category: Customer Service Hub (54)

STATUS DETAILS
New
1

Smart matching to link the emails based on their email chain and their subject lines before case creation to link it to the same case.

Customers usually send the emails with multiple recipients and those recipients or the sender itself send consecutive emails in a very short period. This makes it difficult for the CRM to track both the emails as email chains and they end up creating 2 different cases, one original email and the ...

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Category: Customer Service Hub (54)

STATUS DETAILS
Needs Votes
1

Add Contacts to Active Entitlement

Need the ability to add products and contacts to an active Entitlement. Need to also add an active Entitlement from the Contact record form. Currently the only way is to first deactivate the entitlement.

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Category: Customer Service Hub (54)

STATUS DETAILS
Needs Votes
1

Entilement Renewal

The entitlement template could be copied from the old entitelement to the new one. Also we could have like in contracts the origination entitlement within the new entitlement that would show which one was the entitlement that we renewed (ancestor - succesor relationship_

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Category: Customer Service Hub (54)

STATUS DETAILS
Needs Votes
1

Date Fields: System shouldn't allow us to add any letter in any date field or should throw an error as soon as a letter is entered

Date Fields: System shouldn't allow us to add any letter in any date field or should throw an error as soon as a letter is entered. Currently, system is allowing us to add letters in the date fields (e.g. AB/AB/1991) and it throws validation error after we tab out.

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Category: Customer Service Hub (54)

STATUS DETAILS
Needs Votes
1

Sending email from queue

We want to send all outgoing emails from a queue with a linked functional mailbox. So when you create a new outgoing email in CRM, the 'From' field should be populated automatically with the queue. Currently, there is a possibility to solve this with a workflow but the timing is not correct. You...

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Category: Customer Service Hub (54)

STATUS DETAILS
Needs Votes
1

Option to configure one of the Related records tabs to appear by default

My suggestion is that if that is the most common related entity type that a user wants to see, there should be an option to have the "tab" for that associated list view appear to the left of "Related" by default. Currently, if a user wants to see the associated view for a related record type on ...

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Category: Customer Service Hub (54)

STATUS DETAILS
Needs Votes