3

Open in New Window

Our sales force uses CRM2013 with some individuals deploying through the Outlook Client and others through the Web Client.
All of our users have had difficulties with the right click menus when working within their Marketing Lists.

Once the Marketing List is opened and the members v...

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1 Comments

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Category: General (1516)

STATUS DETAILS
Under Review
-1

Bug: Related entities do not show in Marketing List->Manage Members when relationship has custom label

Marketing list->Manage Members->Add using Advanced Find allows you to find and add members based on related entities, including custom entities. However, if you use a custom label for the relationship (Settings->Customize the System->Contact->1:N Relationships->Navigation Pan...

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2 Comments

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Category: General (1516)

STATUS DETAILS
Declined
11

"Display label" on the Dashboard is not showing

On a Dashboard, even if we select "Display label on the Dashboard" for a List Component - the Label is not displayed on the Dashboard

- Go to Settings ->Customization -Customize the system-> Dashboard -> Open Sales dashboard or create a new one
- Double click on Activities grid/cha...

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3 Comments

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Category: General (1516)

STATUS DETAILS
Under Review
4

Charts are not viewable in CRM 2015

Issue Description :
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The Charts (activity totals by queue & Queue items by entered queue - day) for view "ERT Sales user WIP queues" does not display on the dashboard "Sales - activity-Queues/Activities".

Repro Steps :
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0 Comments

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Category: General (1516)

STATUS DETAILS
Under Review
5

Business Process flow does not update record

Issue Description :
-------------------�
When tries to create/edit the lead and view the information of contacts and account that is available in business process flow "Lead to opportunity sales process", it shows the previous data, instead of recently saved data.

Repro Steps :

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1 Comments

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Category: General (1516)

STATUS DETAILS
Under Review
12

Related Campaign Response field is not mapped when converting Campaign Response to Lead

Related Campaign Response field is not mapped when converting Campaign Response to Lead

It is very difficult to track which one is the original Campaign Response of The Lead and somehow users want to copy the fields, we cannot use this relationship to track which Campaign Response r...

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0 Comments

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Category: General (1516)

STATUS DETAILS
Needs Votes
4

Unable to change the value of a related field after the appointment is completed.

Ability to fix the value of a related field of an Appointment entity, after the status of the appointment is changed to “completed.” When users make some changes to the value of a related field of an appointment entity and change the status of the appointment to “completed,&r...

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0 Comments

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Category: General (1516)

STATUS DETAILS
Under Review
10

After importing deactivated views it should show in deactived views list

When tries to import the deactivated views from Source organization (CRM 2013 SP1) to target organization (CRM 2013 SP1), it gets imported as an active views.

Repro Steps :
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Tries to Export the views (Active & de-active ) from the (Source org) | 2013 SP...

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0 Comments

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Category: General (1516)

STATUS DETAILS
Under Review
2

Copy Description When Converting Phone Call to an Opportunity

It would be a great enhancement if, when converting a phone call to an opportunity, the user could select to copy over what is in the phone call description. This would save having to re-enter information on the Opportunity.

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0 Comments

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Category: General (1516)

STATUS DETAILS
Under Review
1

BUG: Campaign form won't render when the users doesn't have read priv on Sales Literature

Beschrijving (maximaal 5000 tekens)

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2 Comments

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Category: General (1516)

STATUS DETAILS
Under Review