0

Keep dropdowns open in UCI when clicking in other windows

Let UCI have the same behavior as the web apps where you can have drop downs and sitemap-areas open even when clicking in other windows. For instance in the UCI if you go to a list of entities and open the view dropdown, but then click in another window (even on another monitor) the drop down wi...

Read more...

0 Comments

Read more... 0 Comments

Category: General (1799)

STATUS DETAILS
Needs Votes
3

Organisation 'Copy' in admin Portal, remove potential larger tables

When making a copy of an environment to another, it would be nice to flag that you dont want entities to be copied that we'd generally see take up the majority of storage in the system, i.e. Notes, Attachments, Emails. That way the copy will include the core record sets you're likely to want to w...

Read more...

1 Comments

Read more... 1 Comments

Category: General (1799)

STATUS DETAILS
Needs Votes
0

Bulk Edit Advanced View

Enable Bulk Edit in advanced view so that you can update Invoice name in bulk for example

Read more...

0 Comments

Read more... 0 Comments

Category: General (1799)

STATUS DETAILS
Needs Votes
1

Change limit of roll-ups to 12

Whilst I can understand the requirement to put a limit on the number of roll-up fields on an entity, why 10? Given that there are 12 months in the year would that not be a more useful basis for the limit? The way my organisation works the OOB goals were not fit for purpose, I've created a "Forec...

Read more...

0 Comments

Read more... 0 Comments

Category: General (1799)

STATUS DETAILS
Needs Votes
15

Ability to display [Related "Regarding" Records] on UCI

On associated view in Web Interface, [Related "Regarding" Records] can be selected. This function is not installed on UCI, so it would be great if it's installed on UCI as well. Please refer to following Community image regarding [Related "Regarding" Records]. Title: Issue on Opportunity Grid ...

Read more...

1 Comments

Read more... 1 Comments

Category: General (1799)

STATUS DETAILS
Needs Votes
8

Ability to change [Session Timeout] value more than 1440 minutes

Currently, [Session Timeout] value can be set up to 1440 minutes from It would be great if [Session Timeout] value can be set more than 1440 minutes. The session timeout more than 1440 minutes could lead to further convenience.

Read more...

1 Comments

Read more... 1 Comments

Category: General (1799)

STATUS DETAILS
Needs Votes
2

Display Dynamics Marketing Lists against Contact

Currently only static marketing lists can be viewed from a sub-grid on a Contact form and from the Common menu. Dynamics lists are now mainly used so these should also be listed on the Contact form and Common menu. Thanks Eileen

Read more...

1 Comments

Read more... 1 Comments

Category: General (1799)

STATUS DETAILS
Declined
3

Creating custom Composite Fields

Ability to configure custom composite fields, e.g. for telephone numbers (first field for country code, 2nd one for area code, 3rd one for the phone number of the company, 4th one for the extension of the contact)

Read more...

0 Comments

Read more... 0 Comments

Category: General (1799)

STATUS DETAILS
Needs Votes
0

Additioanl Synchronization Fields for Dynamics CRM Contacts

Right now, if someone is trying to synchronize a Contact from Dynamics CRM with Outlook there are some fields that are missing but are business required. Fields such as Account (For related Account for example) and Street (Such as Business Street Address) are one of those fields that are not yet ...

Read more...

0 Comments

Read more... 0 Comments

Category: General (1799)

STATUS DETAILS
Needs Votes
29

Implementation of filters in dashboards

At the moment there is no possibility to filter a view if the view is implemented in a dashboard. As long as a view is used as a normal entity, e.g. my companies, you may filter your results. If you now integrate this identical view in a dashboard no filter will be offered.

Read more...

2 Comments

Read more... 2 Comments

Category: General (1799)

STATUS DETAILS
Needs Votes