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Bug - E-Mail Message Popout on "Enhanced Email From Timeline" loses "To" and "Regarding"


Although this is standard behaviour, so this would be classed as a "New Idea", I'd class this as a bug.


When using the "Enhanced Email for Timeline" feature, if you create a new email from a case/opportunity, then choose to pop-out the email to a new window, the "Regarding" an...

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Category: Email (161)

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Needs Votes

Merge Cases from "Form" instead of "View"


The current way of merging cases is to go to a "View" and select two cases, then choose the "Merge" button at the top of the menu. This is ok when dealing with low volume of cases, however when there are a lot of cases, it means that a custom view needs to be created by the user to find these...

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Category: Case Management (92)

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Needs Votes

Multiple Purchase Orders for Single Sales Order - Drop Ship / Special Order


There is a one-to-one relationship between a Sales Order and a Drop Ship/Special Order Purchase Order


This is defined using the fields on the Sales Order:

  • Purchase Order No.
  • Purch. Order Line No.


or


Timeline - Emails - Embedded attachments


Within the last couple of weeks there has been a change to CRM with regards the timeline view and E-Mail attachments.


Prior to the change, email attachments which are embedded images was not shown on the timeline view. This made it easy from a record to identify email attachm...

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Category: General (1755)

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New