32

Ability to turn on editable grid for one specific view, not all views on that entity

We use several grid views on the Opportunity entity. We'd like to make one of them editable, but not all. Currently the only option is all editable or none editable, controlled at the entity level. We'd like to be able to control this at the individual grid level.

Read more...

3 Comments

Read more... 3 Comments

Category: Lead Management (56)

STATUS DETAILS
Needs Votes
9

Let the [Related Records Filtering] back on UCI

Related Records Filtering is no longer functioning on custom fields of [Opportunities] after Wave 2 update. It has made work efficiency worse now because the function has been used for business. Therefore, please let the Related Records Filtering function back on UCI.

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (56)

STATUS DETAILS
Needs Votes
6

Show sum per view (e.g. Revenue)

When creating a view (i.e. all open Opportunities) there should be configureable sum fileds in the view e.g. "Total Revenue in View" and "Total Revenue on page"

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (56)

STATUS DETAILS
Needs Votes
5

Allow editable grid feature to be restricted to only certain fields

Right now the entire sub-grid must be editable to use the editable grid feature. However, there might be some fields where we do not want them to be able to adjust them in such a manner because there could be logic behind the field on the form that the grid will not have. Turning everything as ed...

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (56)

STATUS DETAILS
Needs Votes