Primary Field - Calculated
Can you consider enabling the ability to create calculated fields on a form? For example, the case or opportunity title might be made from the Customer + Case/Opportunity Type + Modified By + Modified On (e.g. John Smith - Web Portal Issue - Rep: Nancy Simmons - 12/1/2010). We are currently do...
Enable auditing on out of the box fields
Change Entity Schema Name on Import
Make it possible to change the entity schema name when importing an entity or solution.
Merging for other entities
Provide ability to merge 2 records of any type (e.g. merge screens, etc).
Dashboards - SRS Reports
Enable inclusion of SRS reports on Dashboards. I have been able to do this by creating a "stub" html / js file to load the report, but it seems like you should at least be able to select CRM reports or paste a SRS URL into an iFrame and load the report. (Neither of these work).
Dashboards - Predefined Drill Through
Create the ability to define drill through steps (e.g. drill down from Funnel of overall sales to district sales, to team sales, to reps).
Dialogs - Multiple Field Types
Dialogs in their current implementation are limited by not supporting other field types. Specifically, we need to have Dates and the ability to reuse existing PickLists and Option Sets. Is this being planned for an interim release?
Portal Infrastructure
The current customer, event, and partner portals have significant limitations (caching, performance, time to configure/customize, etc.).
Have you considered making a streamlined version of CRM (non-IE specific or HTML5 compliant) that could be used for external users? For example, for ...
Filter Criteria on Views
If you edit the filter criteria on a view, you can’t see the box of options when selecting rows. See the screenshot (attached)
You can’t SEE the box, but the functionality is still there. Ex: If you click on it and hit enter, it still selects the row since the first option in the bo...
Publisher Option Value Prefix not getting set
When you create a publisher, you need to enter a prefix, and this generates the Option Value Prefix that will be used for option sets and global option set values.
If you enter a Prefix and click Save, the Option Value Prefix does not change from 10,000. You have to tab out of the Pref...