Multiple Appointments synchronizing with CRM


Whenever a user is synchronizing 2 appointments for 2 different contacts from CRM for the same time frame and synchronize with Outlook. the reminder is only set for the 1st appointment set and not for the second. The reminder for 1st appointment show "15 minutes" but for other it shows "None"

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Category: ()

STATUS DETAILS
New

"Track" and "set regarding" for "server side sync"


The user should be able to see the "Track" and "set regarding" option in outlook when incoming and outgoing is set to "server side sync" with the same mailbox in outlook

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Category: Microsoft Office Integration (198)

STATUS DETAILS
Needs Votes

Default Quote report format in excel


When the user export the default quote report from the qoute record, he is unable to sort the qoute item by default and has to unmerge the cells and then delete the empty cells to sort it in Microsoft Excel

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Category: Customization and Solutions (0)

STATUS DETAILS
New

Unable to view Sharepoint Documents grid using installed components when not loged into the sharepoint site


Issue Description====================When the user tries to access the SharePoint Documents grid from CRM without loggin into the sharepoint site by using Installed componets, it does not allow the user to get into it and thus gives an error "this content cannot be displayed in a frame...

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Category: ()

STATUS DETAILS
New

Unable to set Associated view as Default in Entities


1.The user is not able to set associated views "set as default" in the entities2. The user when goes to the associated record from a primary record then he should be able to set the specied view as default, so that whenever hte user goes to the associated record thesame view should render ...

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Category: Customization and Solutions (0)

STATUS DETAILS
New

Should have a a "Rich text editor" for every filed which allows more than hundred characters


1. The user should have the ability to customize the text whenever the field has more than hundred characters to be entered2. For example the fileds like Description should have a "Rich text editor" to customize the text entered in the filed

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Category: Customization and Solutions (0)

STATUS DETAILS
New

Need different form for different records


1. When a user is using a record 1 then he should be able to view form A2. When the user is using the record 2 then by default it should able to view form B3. There should be a feature to set or assign forms as records specific

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Category: Customization and Solutions (0)

STATUS DETAILS
New

Send email to the secondary email address


1. The user requires a field name as "secondary email address" on the contact, account and user forms2. The user when tries to send an email from email activities, the user should be able to send an email to secondary email address as well

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1 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New

Need to automatically track emails from CRM web client when clicked on any email address on form


The user should be able to automaticaly track emails from CRM web when clicked on any email address and when settings are set to1. Email message in response to CRM email2. Email message from CRM Leads,, Contacts and Accounts3. Email messages from CRM records that are email enabled<...

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Category: Customization and Solutions (0)

STATUS DETAILS
New

Need a Date field on Forms social pane Phone call Activity


1. For CRM organization Entities, there should be a date filed in the social pane for phone call activity2. The customer should be able to post date the phone call activity for outgoing phones from the form Entity itself3. The customer requires the date field on social pane phone call ...

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Category: Account, Contact, Calendar and Activity Management (587)

STATUS DETAILS
Needs Votes