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One of the key features, the ability to Connect records with flexible relationships are currently difficult to access (Try opening the default Account form and find the way to Connect to another record... The average end-user will give up long before navigating to the associated view for Connections and then clicking on the Connect command).

Clicking on the Connect command yields a pop-up dialog.

Better would be to add Connections to the Quick Create menu on the account and use a Quick Create form, or perhaps better still would be to craft a way to add Connections from the social/notes control, similar to "Add Task". Coming to think of it, displaying Connections in another horizontal tab as a navigable tree view would be a great user experience, but that may be just me dreaming about too much...

Category:
STATUS DETAILS
Under Review