No option to add a "New activity" under 'Open or Closed Activity associated view"
Users from the online organization cannot add activities from Open or Closed Activity Associated View on closed records(Leads, Cases and Opportunity), The users are but able to add activities from "Social Pane" for the same record.
Better error text for unresolved email recipients in CRM 2013
? User opens a new email form.
? Chooses a recipient that is already existing in CRM from the lookup.
1. Now user tries to add a new recipient by name, that does not exist in CRM.
2. User hits save and close and a generic error message is displayed.
3. Th...
Option to choose Product entity for Regarding for a new Activity record
It would be more useful if there are more option, like Product Entity, to choose for Regarding, when creating a new activity record.
Create an activity (such as a phone call) for a record directly from a View
When working with leads or opportunities, it would be really useful to be able to create and record a phone call against a lead directly from a View (such as My Leads).
Mark Complete button does not appear on ribbon for Advanced Finds for Phone Calls, Appointments and Tasks
If I go to Activities and select a saved view or system view of appointments, tasks, phone calls or activities, the Mark Compete button displays on the ribbon, allowing me to mark multiple activities as complete in one go.
If I run an advanced find for Activities, the Mark Complete butt...
To increase the length(rows) of the Email body description on the Email activity form
In CRM 2015 by default the email body shows 8 rows, this limits the end user from displaying large amount of data in the body. The user has to scroll once considerable amount of data is entered.
We would suggest to increase the number of rows from 15-20 approximately.
Activity of the form to appear as a column on the Opportunity view.
#NAME?
Email template should populate the correct values, when email is has user record in To or CC.
When an email is being sent with global template and if the email has user record listed under 'To' or 'CC' field, email template gets the values of incorrect record.
Example 1:
- User A does not have Main Phone populated.
- User B has Main Phone populated
- User A sends an...
Close Appointment Bug in Coogle Chrome
Window freezes while trying to save appointment as closed
Appointments with unresolved recipients
As emails can be sent to unresolved recipients from CRM, it would be great if appointments with unresolved recipients could be created from CRM.
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