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...
Category: Email (161)
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...
Category: Case Management (92)
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.
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...
Category: General (1755)