2

Display status reason (statuscode) as well at form footer / status bar

In all CRM 3.0, 4.0 and 2011 we can currently see the status of any record in the form footer.

Like that you can see if the record is acitive or inactive.

Me, and most of my customers, would love to see the potential of status reasons adopted here by displaying that information ...

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1 Comments

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Category: General (1425)

STATUS DETAILS
Under Review
3

Account renaming

I have renamed the "Account" entity to "Company" but on the marketing list form the type dropdown stills contains "Account, Contact" instead of "Company, Contact"

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1 Comments

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Category: General (1425)

STATUS DETAILS
Under Review
5

Allow mixted marketing list

Allow a marketing list which inlcudes contacts AND accounts

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1 Comments

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Category: General (1425)

STATUS DETAILS
Needs Votes
3

Reinstate functionality from v4 - feedback id: 424864

In v4 my colleague raised a request, feedback id: 424864 - CRM- Campaign Email Activitiy send FROM a queue which was taken on board and implemented in rollup 5, this was raised on behlf of our client who since then has used this functionality extensively.

They recently upgraded to 2...

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1 Comments

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Category: General (1425)

STATUS DETAILS
Needs Votes
21

Allow to customize Price List Items view

..today is not possible for instance to add the 'Amount' field which would be pretty useful.
I can't see the point in not allowing to customize the views associated to price list items.

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1 Comments

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Category: General (1425)

STATUS DETAILS
Completed
1

Quick Add

Please consider adding functionality that enables you to bulk create Campaign Responses, Custom Activities, Opportunities, Cases, and other record from Quick Campaign.

For example, I might query a list in Advanced Find and want to create opportunities for all of these records. In C...

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1 Comments

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Category: General (1425)

STATUS DETAILS
Needs Votes
4

Send Email (with attachment) to Marketing Lists

When you create an Email Quick Campaign there is an attachments area, but you can only add attachments once the email is saved (which in this case means once the emails have been sent).

There should be an easy way (other than using templates) to add attachments to emails. As neither...

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1 Comments

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Category: General (1425)

STATUS DETAILS
Needs Votes
1

Phone campaign activity should ignore "do not send"

When creating campaing activities you can choose different channels.
Fx E-mail, Letter.
The field "Send Marketing Materials" on lead, account and contact records are respected.
This is fine, but fx Phone and Appointment and in some cases Letter should be possible to create even if thi...

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1 Comments

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Category: General (1425)

STATUS DETAILS
Under Review
32

CRM- provide a 'Merge' Option on duplicate checker results

When CRM finds a potential dublet when saving a record a standard dialog is shown.
On a contact the Full-name and status fields are not shown for the record saved.
This is not good, because the user is not guidet to do the right thing.
Another issue is that the MERGE function is not a...

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7 Comments

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Category: General (1425)

STATUS DETAILS
Planned
2020 Release Wave 2
5

Send Email (with attachment) to Marketing Lists

When trying to make a quick campaign or campaign that will send an e-mail, I am not able to add an attachment to the e-mail. Attachments are not allowed until you save the e-mail, but there is no "save" button, only continue. This needs to be added. The workaround was to make an e-mail templat...

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1 Comments

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Category: General (1425)

STATUS DETAILS
Needs Votes