4

When printing a case record, complete data of a multi line text field is not printed when there is a scrollbar on the field

When printing a case record, complete data of a multi line text field is not printed when there is a scrollbar on the field. Same behavior is experienced by multiple users on multiple workstations and in Non-Microsoft browser (Google Chrome) and CRM for Outlook addin. Print preview form show c...

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3 Comments

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Category: General (1517)

STATUS DETAILS
Under Review
0

CRM 2011 Online - Marketing List limitation (WS 3927)

We are working with US customer in CRM 2011 online. The requirement is to have huge marketing list members (in millions). We are restricted with two of the following
1. Converting from Dynamic to Static Marketing list fails because of the volume
2. Static marketing list is not accept...

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1 Comments

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Category: General (1517)

STATUS DETAILS
Needs Votes
2

"Drag here to group" on the Job list

Grouping is available on many lists in MarketingPilot; programs, campaigns, tasks, etc. However it is not available on the Job list. Grouping is a powerful report feature and the Job list is likely the most used report area in the system. It should be added to the Job list so users can take ad...

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3 Comments

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Category: General (1517)

STATUS DETAILS
Under Review
3

Create quick links on the task widget to upload file, create approval, mark completed

Add icons to the task widget to allow a user to quickly upload a file, create an approval/review and mark the task completed. Uploading a file or creating an approval/review should link to the job or object the task is on. For example, the uploaded file should be available on the job. This fea...

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3 Comments

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Category: General (1517)

STATUS DETAILS
Under Review
5

Create branching in workflow

Users should be able to create branches in workflow (series of tasks) to address complex processes. Branches should allow if/then statements and parallel work streams.

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4 Comments

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Category: General (1517)

STATUS DETAILS
Declined
2

Opportunties contact field is not defaulted when you qualify a lead that did not have a parent contact specified.

When you qualify a lead that does not have an existing parent contact an Account, Contact, and Opportunity are created. On the opportunity the parent account is defaulted to the account that was created by qualifying the lead, but the parent contact is not defaulted to the contact that was cre...

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1 Comments

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Category: General (1517)

STATUS DETAILS
Under Review
3

Functionality Requirement Dynamics CRM | Revise functionality of Quotes in CRM.

Severity: High

Use Case:
When creating and saving a quote, activities may be added specific to the quote along with connections. These activities and connections are essential to the process and ability to have high value activity enabled.

Problem:
When quotes are revised,...

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1 Comments

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Category: General (1517)

STATUS DETAILS
Under Review
4

Submit error reporting while navigating in CRM 2013

Once customer click on any entity and then navigate away from that page by clicking on back button in IE 10, he is getting error reporting (Generic Error) page with buttons to "Send" or "Dont Send" buttons. Although this can be disabled from privacy options under CRM settings but needs a fix ...

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2 Comments

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Category: General (1517)

STATUS DETAILS
Under Review
1

Emtpy email subject in campaign activity causes unspecific error message

When trying to send out an campaign activity by the email channel with an empty subject field a default browser error message is displayed.
---------------
You didn't save your changes.
Are you sure you want to leave the page?
---------------
When clicking "yes" the em...

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1 Comments

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Category: General (1517)

STATUS DETAILS
Needs Votes
5

If we can copy a Goal for the another user instead of keeping on creating.

We have six Sales person.
So every quarter we have to make six different goals for each of them.
If I would have the feature of copying the goals I will just change the name of the sales rep and the work will be done.
So this would be one of the great suggestion and will make work eas...

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0 Comments

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Category: General (1517)

STATUS DETAILS
Under Review