Send Faxes Using Workflow
Would like to be able to send faxes using workflow. You can manually hit the send button but why cant workflow do it for you - workflow can send emails so why not faxes?
Easier J-Script Editing
Programming using J-Script difficult at the moment - even if you want to do the most basic thing, you have to look on the internet for the closest example of the script you need and sometimes spend hours testing and re-testing until you get what you want.
An ability to set a format on ...
More Complex Report Wizard Report Layouts
Currently the report wizard can create simple list and graph based reports.
Would like the ability to use the report wizard to create more complex layouts, such as matrixes and multiple tables. An example of where this would be useful is in designing forms (quote forms, invoices, order...
Add Related Records Easily
Would be good if you could go to the accounts list (for instance), right click a record and select ADD RELATED RECORD from the submenu. Currently, unless you open an account and add the related record from within the account form, details normally mapped from the account to the related record ...
Copy Data From List or Have In-Line Editing
A user has previously suggested to M'soft via another forum that CRM should have in-line editing in lists so that you can change fields just like you could as if the list was an Excel spreadsheet. I would like to support this but in its absence (as I understand it's technically very difficult)...
Quick Search Within a View
Would like users to be able to quickly search within a selected view.
Improved Import
1) Import Against Multiple Entities At Once
Would like the ability to import against custom entities at once, especially for those record for which there are two entities, such as Quotes (Quotes, Quote Product), Orders (Orders, Order Products), etc. The current process for imported them is ...
Send Email (with attachment) to Marketing Lists
Presently, you can only easily email marketing lists using Send Direct Email feature using Advance find on Account/Related/Marketing Lists. This is nice, but cannot send attachment with it! The only ways to do this now are:
1) Open a new email and add each individual member to it us...
Attach a File To Fax Created Via Workflow
Would like to be able to attach a file to faxes created with workflow. You can do this with emails, why not with faxes?
Apply on demand workflow to more than 250 records
You can only apply a workflow to a set number of records by running it on demand as automatic workflows require a trigger event.
The downside is you can only apply such a workflow to 250 records at a time at the most. If you have an entity with many thousands of records and you wan...