Import Export just columns and not the whole entity


CRM import, export as of now just exports, imports entire entities which is additive though, if you consider a case of 2 different CRM implementations which have their own custom attributes and scripts on Account entity.

Now you want to "copy" some 10-12 custom attributes from one CRM t...

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Category: Customization and Solutions (2)

STATUS DETAILS
Completed

CRM- Email customisation (rich text editor for emails)


What it is not possible to select more than 8 fonts in CRM email template ? Why cant we get access to all fonts saved on machine ? like Notepad ?

We are suggested to use mail merge and use Word, but what if we dont want to spend money on MS Office ?

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Category: Unified Experience: Search, navigation and performance (1237)

STATUS DETAILS
Completed