User Profile

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...

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5 Comments

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5 Comments

Category: ()

STATUS DETAILS
Under Review

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

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3 Comments

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3 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

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...

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1 Comments

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1 Comments

Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Declined

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

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2 Comments

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2 Comments

Category: ()

STATUS DETAILS
Under Review

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...

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3 Comments

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3 Comments

Category: ()

STATUS DETAILS
Under Review