4

Sending the reports automatically from the report wizard via email as an attachment

#NAME?

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Category: General (1978)

STATUS DETAILS
Needs Votes
9

Feature of changing sequence of entities displayed related fields on UCI

On activity entity in UCI, when clicking magnified glass mark on related field as lookup field, related entities are displayed horizontally. Some users would like to change the sequence of the displayed entities for their better operation. Currently, since there's no such feature, it would be gre...

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Category: General (1978)

STATUS DETAILS
Needs Votes
12

Feature of searching records only within the displaying view

Set Filtering Criteria on [Quick Find View], and you can search records only within the displaying view. But if there are multiple views, filtering criteria becomes complex, and it is very inconvenient for the developer. In addition, if the developer who does not recognize the feature of [Quick f...

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Category: General (1978)

STATUS DETAILS
Needs Votes
3

Recognize values as the currency just by editing the value on [System Settings]

On [System Settings], set "0" in [Set the currency precision that is used for pricing throughout the system], and confirm the setting is reflected on records. But when exporting it to Excel file, the currency after the decimal point is displayed. We acknowledge the problem can be fixed by settin...

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1 Comments

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Category: General (1978)

STATUS DETAILS
Needs Votes
3

Restrict connection record lookup based on role

The record From/To lookup for a connection will search most entities, even if that entity is not compatible with the role. An error will occur when saving, but the lookup should exclude records that are not compatible rather than allowing them to be selected and then failing to save.

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Category: General (1978)

STATUS DETAILS
Needs Votes
11

Enable quick create form for Connection entity

Enable quick create form for Connection entity

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Category: General (1978)

STATUS DETAILS
Needs Votes
3

[File] tab on Report Viewer

On [File] tab of Report Viewer, only [Close] is available from the selection. Therefore, the tab existence does not mean anything because there is only [Close]. The customer requested to change as follows: 1. Instead of [File] tab, please insert [Close] button so that it look natural as interf...

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Category: General (1978)

STATUS DETAILS
Needs Votes
5

Difference between field name and response mapping name on Survey Responses

Currently, there're some differences between response mapping name and field name, such as Company name and Company Response, and Email and Email Response. It would be great if these names are same so that users don't get confuesd.

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Category: General (1978)

STATUS DETAILS
Needs Votes
10

Allow option set values to be active/inactive

Allow option set values to be removed from drop downs (field shows active options only) without losing the data in all records that referenced that option.

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1 Comments

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Category: General (1978)

STATUS DETAILS
Needs Votes
1

Allow new records to be created using mobile task flow

Currently only supports updating an existing record. The interface is better than quick create, so it would be useful to use it for creating new records.

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Category: General (1978)

STATUS DETAILS
Needs Votes