Unified Interface: Cannot turn off "filter by related" for lookup fields


If a lookup field is "filtered-by-related" by default AND users are allowed to remove the filter, in the web interface, users are able to look up more records on a look-up field, uncheck "filter-by-related" box, and look up all records. Users are not able to do this in Unified Interface. The "...

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4 Comments

Category: Platform (150)

STATUS DETAILS
Under Review

Unified Client Interface: Enable copy & paste on list saved/system views for quick referencing


In UCI, users cannot select field values from saved/system list views. For example, in the web interface, users were able to select and copy account numbers and other data values from list views for various research/investigative activities and quickly referencing records without having to ope...

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0 Comments

Category: Platform (150)

STATUS DETAILS
Needs Votes

UCI: Clicking pop-out button on D365 records does not return to previous screen


PROBLEM: On a D365 record, when I click the pop-out button in the bottom left corner, the screen pops the record into a new window, but the main screen changes to a dashboard view, not the previous screen. I'm presuming that most users click the pop-out button because they want to see the page "...

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2 Comments

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2 Comments

Category: Unified Interface (121)

STATUS DETAILS
Needs Votes

Enable column filtering on the Quick Search "Search Result" view


As a user performing a quick search, I'd like to be able to refine the search results by applying filters to columns in the search result. Currently, the refine filter feature is available, but does not work on the Quick Search Search Results view

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0 Comments

Category: Unified Interface (121)

STATUS DETAILS
Needs Votes