2

Email2Case - Option to display always contacts in Cases

We use the Email to Case Flow in Customer Service Hub. This is the default convert rule: By default, the Title field of the new case is set to the subject of the email and the Customer field is set to the sender of the email. If the sender of the email is a contact with a parent account, the Cust...

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Category: Customer Service Hub (56)

STATUS DETAILS
New
3

Have Global filter from different entity for Interactive Dashboard

Have Global filter from different entity for Interactive Dashboard, since currently it is dependent on only with Single entity. Idea is when we are able to stream data for Relational tables but why can't we have for Global filters too ?

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Category: Customer Service Hub (56)

STATUS DETAILS
New
4

Switch Back to View from Open Record Set in Case

When opening a View in CRM and open any case in the list, it is possible to open the Record Set from the Ribbon Bar of the Case. Then it is possible to navigate quickly between the case of the view. But it is not possible to quickly jump back to the View were all started. A new button with th...

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Category: Customer Service Hub (56)

STATUS DETAILS
New
4

Possibility to set the Default "tab" in a Case

Some times the User wants to open the "Service Task" Tab everytime he opens a Case. On other days it would be better, that the system opens by default "Post, Activities" Tab. everytime he opens a Case. ...... It would be nice if we can have a "pin" next to the each Tab Name and depending on whic...

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Category: Customer Service Hub (56)

STATUS DETAILS
New
4

"Share" Button in Ribbon Menu of Cases (views)

It would be nice to have a "Share" Button for "My Views" in the in Ribbon Menu of Cases (views) or in the Drop Down Menu for the Views.

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2 Comments

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Category: Customer Service Hub (56)

STATUS DETAILS
New
4

UI Consistency

This is to request to have a multiselect option field and date time field ANSWERS to appear as BOLD text. Related to ticket raised to Microsoft Support with TrackingID#2109030060001178. Field such as Single Option, LookUp, Multiline of Text, Single Line of Text Answers appear on BOLD.

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Category: Customer Service Hub (56)

STATUS DETAILS
New
1

In Relevance Search, we need the option to view the records from “latest” to “oldest”.

In Relevance Search, currently we could list from “oldest” and To “latest” for modified on and created on. However we are missing and need also the option to list from “latest” to “oldest”.

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Category: Customer Service Hub (56)

STATUS DETAILS
New
1

Efficiency

When a member of the public selects a department that they would like to deal with, all other departments should disappear from the screen. As person making the return calls to a member of the public, I find that there is too much time scrolling up and down the page to see the remarks or comments...

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Category: Customer Service Hub (56)

STATUS DETAILS
New
1

Smart matching to link the emails based on their email chain and their subject lines before case creation to link it to the same case.

Customers usually send the emails with multiple recipients and those recipients or the sender itself send consecutive emails in a very short period. This makes it difficult for the CRM to track both the emails as email chains and they end up creating 2 different cases, one original email and the ...

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Category: Customer Service Hub (56)

STATUS DETAILS
Needs Votes
1

Add Contacts to Active Entitlement

Need the ability to add products and contacts to an active Entitlement. Need to also add an active Entitlement from the Contact record form. Currently the only way is to first deactivate the entitlement.

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Category: Customer Service Hub (56)

STATUS DETAILS
Needs Votes