New OOTB Contact and Lead Field: Preferred Pronouns
We would like to know if Microsoft has plans to add a new OOTB Contact and Lead Field with the field name of Preferred Pronouns. We want to ensure that we are inclusive of all of our clients and prospects. We were hoping this would be out of the box so that any integrations with 3rd party app...
New duplicate detection form for contacts
Dear all,
in the "sales hub" in data improvement there is the functionality to active the new alert form. At the moment, this function is just available for leads and not for contacts? Additionally, it currently only works with MS standard columns and not custom?
Duplicates detection Rules - expand settings
When saving a contact/lead/company and a duplicate is found, a pop-up is opened to warn the user. At the moment it is possible to skip this pop-up and duplicates are generally accepted then. So it should be possible to expand the settings, so that it can be customizable to avoid that users can...
Filtering for a certain date or period in timeline
We would like to have the possibility to search/filter by a certain date or period within the timeline in account, contact, oppty, lead, etc. to only see activities, cases, opptys, etc. which are created in this timeframe. The current way for fiiltering is not user friendly and unusable for ou...
Add signature to an appointment
The ability to be able to add a signature to an appointment when creating this activity from any type of records (accounts, contacts, leads, opps etc).
Currently you can only add a signature to an email which makes appointment requests look unfinished, no details of who you ar...
Add signatures to appointments
When setting up an appointment in CRM to send to a customer it will be send without email signature. This looks rather unprofessional. The signatures should be added to the appointment invitation to the customer. Furthermore, if you make the appointment in outlook and track it with CRM the ini...
Assign button on form is not synced with Assign on the worklist in Focused View
Hello Team,
Currently, when an assignment is done from the ribbon of the form in Focused View, the worklist will not auto-refresh. Users must manually hit refresh the list to see the update.
I would appreciate it if we could synchronize the Assign button on th...
Phone Extensions
Figure out a way where you can add a customer's phone extension to their contact screen. The parameters of the system do not allow you to add a customer's phone extension (i.e. Ext 134) at the end of the number or there is no spot to input it.
Mobile Phone Sync and update on Contact main form from electronic addresses tab
We would like to see the similar functionality of Business phone on the contact form to Mobile phone field. When we add a new party electronic address in electronic addresses tab by selecting Phone as Type, contact number/address with a phone number and Is Primary
Show who closed an Activity
Show the user who closed an Activity.
Currently can only see who created, is assigned and who modified.