Report to print workflow steps
A standard report should be availalbe that show what the workflow steps are. Better yet an export to visio should be availalbe.
Double Clicking the Title Bar on an E-mail in the Workflow should Maximize window
When creating an e-mail in the workflow engine resizing the window for the e-mail. Intutivley double click on the top of the window to maxamize the window. That action does nothing.
See = > for Details http://screencast.com/t/tWDPre3XI3
Control Publish of Entity on other Entity Form's Sidebar
Although one can change the ability to read objects on at in the scurity role it would be desirable to remove objects from the contact form left hand menu bar.
for example I could go to the contract object and select a button to "Remove from Associated forms" and then the object woul...
Include Minutes in Query Operators
During View Filters, or Advanced Find, or Workflow the operator for Time based queries do not inclued hours or Minutes. So one is unable to build queries for cases not updated in the past 3 hours.
So the Query Ability should be expanded to hours, minutes, and seconds. Not just day...
When a Quote is entered from an Opportunity the Default Terms on the Account rectrd is not mapped
One method of creating a quote is to start from an Opportunity. This new quote does not inherit several default values from the account. Payment Terms is a value that is set on the account. However during the creation it is not used. That is because the mapping model does not allow for mapping...
Allow an active Quote to Be updated by INTEGRATION USER
Currently once a quote is marked a active it can not be updated by the Integration User. This breaks the convetion of the Integration Mode. In an integration system the ERP applicaiton needs to update a quote. The ERP applicaiton may apply taxes or explode kits or modify the quote in some way....
Pick List Values not "Mappable" in workflow
During the creation of a child object pick list values are not maped. For example if I had a work flow that created a quote from an account record I would not be able to map Terms, and Ship Via.
During the relationship entity mapping the picklist are mappable but not during a workf...
Export To Excel should be consistent accross all views and not behave differently on accounts than advanced find.
On an account when one looks at grid vew of related objects and click Export to Excel only statatic export is allowd. I would like to export to a pivot table or at least choose other fields from the associated object.
My use case is if I go to the Account and look at cases I would l...
Workflow Editing tool not changing focus correctly
Here is issue in action http://screencast.com/t/NzRhZjVmNTAt
during the editing of a workflow the focus when clicking on a child step to edit the focus does not change. So it appears to the user that they are working on a previous step.
Workflow - Remove restriction on entering up to 31 Days in Date editor
When setting dates in CRM Workflow one needs to use a pick list. This pick list is for Months, days, etc.
So to set something Exactly 90 days in the future there is not an option. One can choose 3 months and date will be set to 3 months in the future. However this is not exactly 90 days...