10
PROBLEM:
On a D365 record, when I click the pop-out button in the bottom left corner, the screen pops the record into a new window, but the main screen changes to a dashboard view, not the previous screen.
I'm presuming that most users click the pop-out button because they want to see the page "underneath" the page they popped out.
EXAMPLE:
From the timeline on a contact record, I create a new phone call activity. A new phone call activity loads in-place. I'd like to refer back to notes and other information on the contact record as I complete the phone call activity form, so I click the pop-out button in the bottom left corner which pops the phone call activity form in a new window. The main screen, then, loads the phone call activity dashboard rather than the contact record from which the phone call activity was created.
Thank you!
Daniel
On a D365 record, when I click the pop-out button in the bottom left corner, the screen pops the record into a new window, but the main screen changes to a dashboard view, not the previous screen.
I'm presuming that most users click the pop-out button because they want to see the page "underneath" the page they popped out.
EXAMPLE:
From the timeline on a contact record, I create a new phone call activity. A new phone call activity loads in-place. I'd like to refer back to notes and other information on the contact record as I complete the phone call activity form, so I click the pop-out button in the bottom left corner which pops the phone call activity form in a new window. The main screen, then, loads the phone call activity dashboard rather than the contact record from which the phone call activity was created.
Thank you!
Daniel
STATUS DETAILS
Needs Votes