There is no option to increase the pixel lenght of field
Customer has some custom fields on Form. The name of the custom field is big and so wants option to change the pixel length of field
Usabilidad control de notas CRM
El control de notas por defecto muestra las notas sin contenido aunque estas si se hallan creado, por defecto el link de notas aparece en negrilla como si estubiera seleccionado pero este muestra un texto que indica que "No se encontraron registros." cuando en realidad si los hay.
Para ...
TASK AND PHONECALL QUICK CREATE FORM
People would like to customise quick create forms about both entitites(Task, PhoneCall).
Suggestion to have a feature where we can check in CRM 2013, which email id customer is using to send emails.
Customer has clients ( Contact records) who have multiple email addresses on their record i.e Email, Email 1 and Email 2.
Steps :
Client is sending emails in CRM, when we check the Received email activity in CRM --> In the 'To' field we see the Contact Icon
So along with that if we b...
Category and Sub-category fields of Email Link with Outlook Category and Sub-category
**On the CRM Online Organization there is an option of putting Category and Sub-category
**The details are available on the CRM Online Email Activity Information Form.
**The two fields are at the bottom of the email activity information form.
**Now the CRM Online is configured to Outl...
Cannot sync emails send from OWA in CRM as activity
When the customer sends an email from OWA to an CRM contact, it is not getting synchronized in CRM as an activity against the contact. User is using server side synchronization and Email Address of the CRM user is approved. Incoming emails are synchronizing (if a contact and his email address ...
Unrelated account activities showing up on Account entity.
1. We have few Accounts in CRM.
2. We open an Account and then open the associated view for Documents for a particular account.
3. When we open the Documents it shows few of the activities which is not related to that account.
4. The filter criteria was for the search is"Include: Rela...
Activities list not working due to "HTTPS security is compromised" error
Users are attaching emails (from Outlook) that contain image links from a website on their intranet. The intranet uses HTTP, not HTTPS. The CRM uses HTTPS.
Whenever one of these emails is attached to a contact, the Activities list stops showing anything and the IE Developer Tools con...
Send & Receive Emails without creating an activity
It is a useful feature to be able to click a Contact's Email address and for Outlook to then open with a new email. However, I want to be able to send the email without it creating a new Activity for the Contact.
Have more than one Task per Business Process Flow
It looks like you can only create one record of each entity type within a single BPF, so if you have a multi-task process - start from a Case, create a Task for the Credit Team in Stage 2, create a Task for the Billing Team in Stage 3 - you are out of luck.
It does not prompt you to create...
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