11

Ability to customize column width in personal view on UCI

In [Change Column Properties] on UCI, size of column width in personal view can set by pixel but if there are extra space in design, it becomes minimum size and automatically narrowed. More items on column, size of width becomes less, and it gets harder to read and very inconvenient. No such d...

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Category: Unified Interface (11)

STATUS DETAILS
New
5

Interactive Experience Dashboard Tile View

Currently if you have a Tile within an Interactive Experience Dashboard the Tiles show a list of the records when you click them. The List of the records unfortunately is not configurable and is always showing the primary field and the createdon/modifiedon. Please show always the 3 first colums...

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Category: Unified Interface (11)

STATUS DETAILS
New
3

Unified Interface - Filter lookup fields

In the web client it was possible in a view to filter lookup fields and you could search the specific record. For example, in a view with as a column 'Owner' you could filter and search a specific user or choose 'same as user'. In the Unified Interface I only see the option to filter with paramet...

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Category: Unified Interface (11)

STATUS DETAILS
New
3

Quick View forms on UIF

In Unified Interface, Quick View Forms with multiple lines of text fields are currently showing only one line on the form. We'd like to be able to show multiple rows of the field so that users don't have to scroll as much. For example a "Description" field that can contain a few paragraphs is ...

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Category: Unified Interface (11)

STATUS DETAILS
New
2

Email templates on UCI better be as it is without pressing Shift + Enter

On web interface, email templates had breaks and they were still there when I send emails. But on UCI it is necessary to press Shift + Enter to make breaks. Breaks on email templates better be as it is without pressing Shift + Enter. If breaks on email templates on UCI is as it is without pres...

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Category: Unified Interface (11)

STATUS DETAILS
New
1

Once close the related record window expecting to get back to the main record.

when the user creates new related record from an opportunity record and then save & close it is going back to Advance Find instead of opportunity record when we open the opportunity record from advance filter. +But We are expecting to get back to opportunity page instead of advance find.

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Category: Unified Interface (11)

STATUS DETAILS
New
0

Slider Controls in Business Process Flow

Currently (using 2019 wave2) TwoOption fields in Business Process Flows show as checkboxes. For consistency reasons and unified user experience it would be nice to have the slider control available.

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Category: Unified Interface (11)

STATUS DETAILS
New
0

Use custom views to create charts in UCI

Users create a lot of charts - and most often based on their own/local BU views. These can no longer be selected, when creating a chart. Only System Views are available, making it impossible for users to create charts with data from related entities. This was never an issue in CRM2016 on prem

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Category: Unified Interface (11)

STATUS DETAILS
New
0

Secondary "If Empty/Null" field options for views

Currently, Views allow you to select a single Field to map to the column. However, when the field is NULL or Empty, it takes up a lot of space in the view. Instead, it would be beneficial to allow the field to be mapped to a 2nd field - thus using all of the space in the view without having ext...

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Category: Unified Interface (11)

STATUS DETAILS
New
0

Unified Interface - Add look up more records option to Lookup fields

In the classic interface there is a Look Up More Records link at the bottom of the dropdown when a user clicks on a lookup field but in the new UI this is not present. This is very important for us for new users who would not know what the possible options are (say for expample a list of secto...

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Category: Unified Interface (11)

STATUS DETAILS
New