Notes Views and Dashboards
We've set our sales teams up with using advanced queries on timeline Notes. It would be really great if we could actually work with the Notes views somewhere, especially within Dashboards. It's very limited to only be able to query and view that data through Advanced Find.
Enable add all option in advanced lookup table
In the advanced lookup, when sharing a view or views with a group of users using a custom user view, there isn't an add all option. Instead you have to select each user or use shift to select batches. It would be great to be able to select all records in the list in order to bulk share views l...
Allow the ability to remove 'Remove from account' from org chart
Allow the ability to customize the org chart features and disable specific features, including the 'Remove from account'. The 'Remove from account' button removes the associated client/account from a contact record. This leaves the contact records in CRM but unassociated from any account and r...
Allow other currencies in CoPilot
Would be great to allow multiple currencies to be captured in Sales Copilot in CRM and not be restricted to the base currency of the system. We face the issue where our system base currency is USD and so all users are seeing data in Copilot in USD, however our company currency is Euro and we h...
Allow for customization of custom entity icons
With the new look, we're no longer able to use custom icons, only default icons, but we have already branded icons for entities. This is such a step back and such a small thing that makes a big difference.