Set activity recipient automatically when creating activity from grid view
CRM 2013 offers the option to quick-create a new activity via the PLUS-button directly from the main form if the activities grid is placed on the form. But if doing this the recipient is not set though it's clear (at least for a lead or contact). If using the 'old' activities view (navigate vi...
Bug: an error occurs when adding the 'From' column to a view of Queue elements
this is an important information for the support staff but can't be shown at the moment
Entity type is not processed correctly to new mail
I created a mail template for leads. Then I open a lead, go to activities and choose 'Add new activity - email'. The 'New Email' window opens and the lead was inserted into the 'To'-field. When I click on 'Insert template' then I get a message
You must select a recipient or a regar...
CRM 2013 - views are not refreshed automatically
Some grids in CRM 2013 are not refreshed automatically, e.g. if an order product is deleted from the list it seems it's there. You have to refresh the list manually. Other views do, so what's the difference?
Thx
Kathrin
Feedbacklist does not remember anything
Connect is where I place suggestions and bugs. But ist not easy to just scroll and see what other users said, because the list doesn't remember anything. I say to show 100 items per page, move to page e.g. 13, open an item and close - and the number of elements is reset to 10 and page 1 is sho...