Ability to work "Email Cards from Exchange" on RA when writing a mail with Japanese
On Relationship Assistant, currently, "Email Cards from Exchange" doesn't work when email is written in Japanese. Even if it's English, "Email Cards from Exchange" works on only [Issue detected], [File requested], and [New lead/upsell oppotunity]. It would be much better if all functions in "E...
Option is "Select All" or batch delete for Insight Cards
Viewing all insight cards and manually "snoozing" or "Deleting" is time consuming. There should be an option to select multiple and delete or snooze.
If there is and i'm just not aware, please let me know.
Exclude emails already responded to
Not sure if this is a bug, but Relationship Assistant keeps serving up emails I have already responded to. The card will have a header of "Email Awaiting Your Response" but when I click it and open it in Outlook I can immediately see "You responded to this on X date". They're generally also qu...
Relationship Assistant is causing an error on the Notes pane
When only Notes appears on the social pane and Relationship Assistant is active it causes the bug No Notes found and the user can't create or view notes. This occurs in custom entities, when relationship assistant is turned off the notes area works.
Relationship Insights functionality not working properly
We have enabled Relationship Insights preview on our organization and we have noticed that two feature simply do not work in our instance:
- The Email insights section- it is enabled, deployed, and published but it does not appear in the email view. MS Support has confirmed that the...
STATUS DETAILSDeclined
Be able to move and manipulate the relationship assistant card
The relationship assistant cards are great! However, it seems as if I have to close, or snooze the cards in order to view the next cards. It would be nice to be able to manipulate the cards for effectively.
Relationship assistant Stakeholder should Salesteam member for users
We keep getting prompted to add a User as a stakeholder having been CC'd into an email. If you Add the stakeholder then a new contact gets made with the user's email address. This prompt should be ignored for Users or give the option of adding the user to the sales team rather than as a stakeh...
Action Card - Open mail to Outlook
It would be nice to have the 'Open Emil' Action on the Action card take you to the emil inside the full Outlook Web App, instead of just the email inside a browser
Even better would be to have the option of opening the mail inside the full Outlook desktop client or the bro...
Appointment Insights (Wider Appointment Interaction)
Showing email interaction could be very useful. It would be really good if this could be extended to Appointments, users would be able see if an Appointment invite has been read, marked as Accepted (or Rejected) and would also see cards for this.
Related to this and I be...
Prior Meetings, Help me fill my calendar
When I book an appointment in a certain city, often I am returning to a city that I have been to in recent past. It would be relevant and efficient to remind me of my prior meeting(s) in that city and suggest/recommend filling my calendar with a follow up meeting, lunch, etc.
&nbs...