Relationship between Campaign response & Opportunity.
A crucial part of running campaigns is to understand the conversion rate of campaign responses to opportunity.
it'd be great if an OOB functionality could be added for the same.
After customizing the ribbon, the three-point reader disappears.
If you customize the ribbon and insert multiple newly created items, the three-point reader will move to a place beyond the screen display and will not be displayed.Â
Therefore, even if you customize the ribbon, we ...
Facility to visualize when information is added to the timeline
Currently, it is not possible to get a notification when information is added to a timeline, nor the number of times that information has been added.
We would like to be able to easily see when information is added to a specific timeline and how many times it has been added.
It wou...
Function to And Search for information in multiple specified fields
Currently, it is not possible to AND search for information in multiple specified fields.
The function to AND search for information in multiple specified fields would make it possible to search for more specific information and make operations more efficient.
Multi-tenant email support feature
If you are operating in a multi-tenant, it is convenient if you can use the e-mail function from all tenants.Â
Currently, only the same tenant user supports the e-mail function.Â
Added ability to restore records
Currently, there is no function to restore deleted records, which causes harm when accidentally deleted. The only temporary solution is to remove delete privileges for each user, and since no action can be taken for deleted records, we would like to see the function implemented.
Add feature to views: allow users to open a chart next to a view as default setting and pin a default chart
This saves clicks for people who prefer to work from views (for instance activity views) with a chart opened next to it.
Use system view in column filter
Within a view you can filter columns. However, all stored records are always displayed for a lookup field. It would be great if you could store a view per column (if lookup field) that shows the records that can be used for filtering (e.g. only active users or only records that contain certain...
Read only form with Business Rules
Currently, if I want to make a form read-only based on a status or a field value I need to use Javascript, it would be nice to have the ability to use a business rule to do this. (Low code!!!)
Thank you
Antonio
Please implement a feature to detect the absence of a recipient when sending e-mail to a nonexistent e-mail address.
Currently, when sending mail from "Activities" - "E-Mail", there is no such thing as a mailer daemon implemented, such as no recipient when sending mail to a non-existent email address, and it is impossible to determine if the mail is really being sent.
To get rid of this problem, we wou...