3

Add Header Detail in the Full Content view

Suggestion to add full header detail (subject, to, cc, bcc, from, date/time of email) to be visible from the 'full content view'. When 'full content' is opened, the user is only able to see the email chain - all header detail is missing. Adding this information would help save users time when res...

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0 Comments

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Category: Case Management (85)

STATUS DETAILS
Declined
22

Customizable alerts for cases

It would be nice to have the ability for configuration of custom notifications for users regarding the selection of cases from queues. For instance -- if a queue item is present in the queue for a certain duration of time -- pop-out a notification in the CRM ribbon indicating an action is require...

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2 Comments

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Category: Case Management (85)

STATUS DETAILS
Declined
1

Cases against a contact

We have a lot of new customers/contacts contacting us with requests. We dont want to create new accounts, but rather just create a contact, passing through the lead to sell process, qualify and then create an account. Thus we create a case against a contact, using Customer field to select a cont...

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0 Comments

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Category: Case Management (85)

STATUS DETAILS
Declined
5

Add case to queue

Today when manually adding a case to a queue (private queue), we need to do an unnecessary step. 1. Click "Add to queue" 2. Enter the queue name in the lookup field This however doesnt directly select the queue name 3. I need to then change the view to "Active queue" 4. Then the queue name I ent...

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0 Comments

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Category: Case Management (85)

STATUS DETAILS
Completed
78

Email convert to case

Can we have the pop-up box for email to case convert customizable? We would like subject field to become mandatory for us which is mandatory on the case form for us.

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7 Comments

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Category: Case Management (85)

STATUS DETAILS
Under Review
2

Completed Queue item will not show item details - unless selected from advance search

Hello team, There idea here is to either make this option available or at least create a different button for Queue item details/ when an item is either in completed or inactive state. This is the scenario: If a queue item is completed or in inactive state, the button "queue item details" just ...

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0 Comments

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Category: Case Management (85)

STATUS DETAILS
Needs Votes
2

Read Only Fields on Cases

In a recent update you have made the Priority/Status and Owner fields read only as well as being editable but moved the editable fields so they are not visible on the screen meaning an extra click to select the arrow to show their fields before editing them. What a step back in what was a reall...

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0 Comments

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Category: Case Management (85)

STATUS DETAILS
Declined
1

Contextual email communication for Cases

We need the same functionality as is in preview in Opportunities. Thanks

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0 Comments

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Category: Case Management (85)

STATUS DETAILS
Completed
6

No "+New" button in the Contacts field of the Cases form

When You click the magnifying glass button in the Contacts field of the Cases form, the "+New" button does not appear. This behavior hasn't occurred with other entities and hasn't been fixed for a long time, so it would be great if it will be fixed.

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0 Comments

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Category: Case Management (85)

STATUS DETAILS
Completed
6

Status reason transitions

After configuring Status reason transitions, when a user creates a rit of coecord and then change to new status and save the record the following status reasons are not displayed until user refresh the screen. This is a bnfusion for user to do what next. It would be great if related status rea...

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0 Comments

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Category: Case Management (85)

STATUS DETAILS
Needs Votes