2

Confirm Addition window in Campaign for adding Marketing List not working properly

I am using Campaign and adding marketing list to the current created campaign. Now when the marketing list was created it ask where I want to add the marketing list
--Confirm Addition; Select where would you like to add this marketing list:
--To the campaign only.
--To the campa...

Read more...

1 Comments

Read more... 1 Comments

Category: General (1519)

STATUS DETAILS
Needs Votes
2

Add Products to Quote by searching for Product ID

From the Opportunity Entity, want to change or add a product subgrid that searches by product id. The current subgrid defaults to product name and I haven't been able to enable it to search on Product ID instead.

Read more...

1 Comments

Read more... 1 Comments

Category: General (1519)

STATUS DETAILS
Under Review
3

Action Notifications on Opportunities

In an Opportunities, it would be extremely helpful to have the ability to have "Actions" that send notifications on a specified date.

For example, a list of actions might be displayed beside "POSTS", "ACTIVITIES" AND "NOTES" in the Notes Pane. These actions will have a date field for co...

Read more...

0 Comments

Read more... 0 Comments

Category: General (1519)

STATUS DETAILS
Under Review
1

Ability to Partially Expense a PO

Two clients (AMR and Stage) have asked for the ability to partially expense a PO. They want to be able to generate an expense from a PO for a portion of the amount, keep the PO open and have the system automatically decrease the amount of the original PO by the amount of the partial expense.

Read more...

1 Comments

Read more... 1 Comments

Category: General (1519)

STATUS DETAILS
Under Review
22

Marketing List Query Issue: Ampersand (&) in associated record name causes error when searching in associated view.

In CRM 2013, an issue has been noted when attempting to search the results of a Marketing List using the associated record view.

The Marketing List is dynamic and the query includes an associated record that has an ampersand (&) in the name field (i.e. Account Name). The query w...

Read more...

1 Comments

Read more... 1 Comments

Category: General (1519)

STATUS DETAILS
Declined
1

CRM2013 BUG - case resoultion

step
1: create a case
2. resolve the case
3.Input the following information,
Resolution=AAA
Remarks=BBB
4.save.
5.query the activities of the case. I found case resolution entity
Resolution=Resolve Case
Remarks=BBB

Why Resolution fiel...

Read more...

1 Comments

Read more... 1 Comments

Category: General (1519)

STATUS DETAILS
Under Review
4

Duplicate Account/Contacts when promoting a Lead to an Opportunity

When a Lead is promoted to an Opportunity new Account and Contact records are created "by design." If you have a duplicate detection rule set up a dialog box is displayed, warning of possible duplicates for Accounts or Contacts.

There should be a set up option that forces the user to p...

Read more...

3 Comments

Read more... 3 Comments

Category: General (1519)

STATUS DETAILS
Under Review
6

users cannot view the personal view shared to them while accessing MOCA

"I have created multiple views and shared then with other users. When I log into CRM app in iPad I see those views under my personal views. However, the other users with whom I have shared those views do not see them under their personal views in the CRM App. They do see them in CRM web cli...

Read more...

0 Comments

Read more... 0 Comments

Category: General (1519)

STATUS DETAILS
Under Review
1

CRM 2013 Random Script error on Marketing list

I have no web resources added on the marketing list entity, but on load of any marketing list record I get a script error.

Read more...

1 Comments

Read more... 1 Comments

Category: General (1519)

STATUS DETAILS
Needs Votes
1

BUG: VolumeDiscountAmount field saves discount value on SalesOrderDetail

Consider this environment:
1. a Product with ProductPriceLevel on some Price
2. DiscountType (Discount List) entity with percentage type linked to Product mentioned above
3. SalesOrder with that Product

When we open SalesOrderDetail record, we can see PricePerUnit and...

Read more...

1 Comments

Read more... 1 Comments

Category: General (1519)

STATUS DETAILS
Under Review