2

Search Accounts with no Contacts

Create the ability to find all Accounts with no contact records.

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2 Comments

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Category: General (1488)

STATUS DETAILS
Under Review
3

View no longer has horizontal scroll with recent update

Recent update changed the Account, contact views so that all is compacted onto one page. You can no longer scroll horizontally. It is extremely annoying. This is in the Outlook version, not IE.

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3 Comments

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Category: General (1488)

STATUS DETAILS
Under Review
1

Error on page when adding contact to marketing list

When adding a subgrid to the contact form that shows marketing list related to the contact the user gets an error on page when clicking on Add existing marketing list in the ribbon.
The same occurs if you try the same on account

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1 Comments

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Category: General (1488)

STATUS DETAILS
Needs Votes
7

Include Leads,Cccounts and Contacts at One Marketing List

we have to choose one of these options in a marketing list Account, contact and lead
Colud we add all of these types on a single markering list

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4 Comments

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Category: General (1488)

STATUS DETAILS
Needs Votes
2

Allow Sub-Accounts additions to change Account's Parent Customer

Make it possible to change the Parent Customer on Accounts through the Sub-Account.

If you have an Account that already has a Parent Customer assigned to it you cannot change the Parent Customer going to the new Account, choosing Sub-Accounts, and then Add Existing Account. It will comp...

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2 Comments

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Category: General (1488)

STATUS DETAILS
Under Review
2

Map LEAD Activities to CONTACTS once Qualified

In CRM v4 when you qualified a Lead, the activities (Open and Closed) moved to the CONTACT record. (I believe).
This does not appear to happen in CRM V2011.

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3 Comments

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Category: General (1488)

STATUS DETAILS
Under Review
2

Closing Quote - Do Not Revise Quote

When closing quotes the default is "Create Revised Quote." In our situation this default creates many quotes that have to later be deleted. I realize that there is a need for both Create Revised Quote and Do not Revise this Quote. The request is to allow the CRM Adm set the default for this...

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1 Comments

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Category: General (1488)

STATUS DETAILS
Under Review
1

When qualifying a lead from the list view, the currency for a new opportunity is not taken from the lead

When qualifying a lead from within the lead form, the currency for a new opportunity is the same as the leads currency.
When qualifying from the list view, the users default currency is used instead.
Even if just one lead is selected in the list.

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1 Comments

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Category: General (1488)

STATUS DETAILS
Under Review
3

Unable to create activities from quote when this quote is on an active state

Change the Ribbon over Quotes once they are Activated, so Activities and any other kind of Custom Activity can be edited at that stage. Currently the Ribbon gets disabled, blocking us from directly adding new and editing existing Activities and Custom Activities. But if we go to the Activities...

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1 Comments

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Category: General (1488)

STATUS DETAILS
Under Review
11

Add any mailable entity type to a marketing list

Currently MS added the option to make an entity mailable which was a step in the right direction. However, if custom entities can be created to send emails to, they should also be available for the marketing module.
Basically, you should really be able to add those custom entity types to ...

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1 Comments

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Category: General (1488)

STATUS DETAILS
Needs Votes