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When ever I implement a new solution based on the sales enterprise app I always have to spend 10-20 hours tightening up the extremely bad standard setup on forms and views on the standard tables. An example is the email form which does not contain any date for when the email was sent or received???. Almost all the standard views on all activity types are also completely messed up. Why would anyone be interested in sorting emails by name as the default sorting? Any user would espect them to be sorted by date. The standard fields on the account form (like the Ticker field) are always removed. Each of these small customizations may not take long to fix. But the amount of bad choices in the standard setup just adds up to a lot. They could be easily fixed.


The list of things that could be improved significatly in the standard setup with a minimal efford is long.

Fell free to contact me if you want more input. I have 13 years of experience in working with this module. So I'm sure I can help you tighten the setup in a way that would benefit all new customers and improve the out of box experience significantly.

Category: General
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