Card Form de Anotações
Permitir inserir uma visualização customizada de anotações na Timeline. Atualmente se visualiza "Modificado por" no cabeçalho e alguns clientes gostariam de visualizar quem criou a anotação para eficiencia do processo de negócio e operação. Os demais tipos de atividades, podem ser trabalhados n...
Retain subgrid page when returning to a form
Consider the following scenario 1. User opens an opportunity record with a subgrid of related activities 2. The user moves to the 3rd page of the subgrid and opens a related activity on this page 3. The user saves and closes this activity record and is returned to the opportunity record form 4. ...
Feature of adding labels for each field in one section of entity form
On UCI, insert [3 Tabs - Three Columns], insert [1 Tab - One Column], the inserted [1 Tab - One Column] size is the same size as one of [3 Tabs - Three Columns]. The section size cannot be modified, so users must set multiple fields in one section. However, only one label is set for each section,...
Associate the Field that Was Customized in the Account Entity, with the Checkbox that was Created in the Marketing Email.
[Step] 1. Click a wheel on the top right. 2. Advanced Settings 3. Customizations 4. Customize the System 5. Click [Entities] under Solution Default Solution>[Account]>[Forms] 6. From the System Forms, select Main [Account]. 7. Here, we would like to associate [Bulk Email] (within [CONTACT PREFER...
Add a Function in [System Customize] to Hide the Icon Displayed in an Entity Field.
We would like to hide the icon that is displayed when the created master (table) is linked to the field of any entities. We want the same function as the site map icon change.
Business Units Hierarchical Visualization
In general, the Business Units are entities for which would be extremely useful to have a Hierarchical Visualization. This kind of visualization is by default enabled for some entities, and can be enabled for others. It is not clear to be why th BU cannot be enabled for that. It would be super he...
Create a Notifications feature
Please consider creating a notifications feature, much like linkedin/facebook. Today, if the user needs to be notified about something, we can generate posts or send emails. Emails will often be seen as noise and go to a separate folder which the user may not look at on a routine basis. It will ...
Add a function to select Excel templates (such as task, email and schedule) from an activity entity’s command bar [Personal Excel Templates].
When creating, downloading and uploading Excel template, you would have to move to a specific entity to display the template which was uploaded on a command bar [Personal Excel Templates], and that is a lot of work. We would like to have a function to select added templates right under [Personal...
Order Product inline edit view should can be customized
In classic client of Order entity form, the product subgrid uses the "Order Product inline edit view", but this view does not support any customizations like removing/adding columns. And if users use other views in this product subgrid, when we click on "+" button and select "write-in product", i...
Keep the data selected flg on the view ,evenif move to another page
On the grid, we want to keep that previous checked as flag to data selector, even if user move to another page.