Search and Filter by Time.
Currently you can search, sort, and filter by date but not by time. Sorting or filtering by time would be very helpful. We enter a large amount of leads every day and sometimes it is necessary to see not only the leads that have been entered today but more specifically to see the leads entered...
Quick Campaign cannot use Email Template in Firefox
In Firefox,
1. Create an Email Template for the Account entity
2. Create a quickcampaign, using the account entity
3. Select Email
4. Check Use Template, select the template
5. Error: the name of the template does not appear
6. Error: you can proceed to the ...
Possibility to gray out the Create Order button after a Quote is in "won" status
It would be perfect if you create an quote and you would have the possibility to decide with a radio-button whether you want to create a new order after the quote is in "won" status or not.
If you choose option "no" and a quote is "won" than the button would be gray.
If you choose option...
Should add ability to see what Dynamic Marketing Lists a Contact, Lead or Account is a member of.
Microsoft should add ability to see what Dynamic Marketing Lists a Contact, Lead or Account is a member of. Right now, it's only possible to see what Static Marketing Lists a record is a member of.
"Contact" unsubscribing from a "Marketing List" should only be unsubscribed from that "Marketing List"
Hi Team,
A Contact entity in CRM, has a field called as "Send Marketing Materials". The logical name of this field is "donotsendmm". It is a type “two option” field with values are "Send" and "Do Not Send".
This field is displayed in the Contact main form und...
Member Count field counts inactives
The Member Count field in the Marketing Lists is including both active and inactive contacts. Therefore, the member count doesn't equal the list of members which would only have active contacts. This field shouldn't count inactives, or there should be another field added just for actives.
Select Marketing List Members on Multiple Advanced Find Pages
I am adding individual contacts to a marketing list from an advanced search. I check off contacts on the first page, but when I move to the second page the contacts from the first page become unchecked.
All checked contacts should remain checked regardless of which page a user navig...
Set default "Unit" on product selection in Quote/Order/Invoice
Please, let the field "Unit" on Quote/Order/Invoice Product automatically fill in with the one specificed in the Price List Item...
I know, we can have multiple lines of Price List Item with different Units, but mostly there is only one.
I imagine something that automatically fills in ...
Qualify Button on HomePageGrid Ribbon of Leads remains active even after the lead is closed
Qualify Button on the HomePageGrid Ribbon of Lead remains active even after the lead is closed as qualified or disqualified.
It should actually show the button to re-activate leads that are closed as Qualified or disqualified. This behavior is available in the Form Ribbon of the Lead b...
crm reports are limited only to a certain amount of records - Indication is needed
When generating the report in CRM, for example, Order report, only the first 20 records are generated.
Repro step:
Go to My work >> Reports >> Select a report e.g. invoice >> click run report
After tested in standard envioronment and checked the report customization
Setti...