User Profile

View Administration


It would be great if it was possible via the admin tool to provide a way to set a default set of columns for all views on an entity; alternatively, make it possible to copy the column settings from one view to another. This takes an incredibly long time to configure.

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3 Comments

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3 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Completed

Dashboards - Linked Drill Through


Dashboards - Link charts to a list of records on the same screen so that drilling down in the chart filters the list of records.

For example, if you have a sales funnel for all opportunities shown next to the opportunity list, and you drill through from all records to those in a partic...

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0 Comments

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0 Comments

Category: ()

STATUS DETAILS
Completed

CRM 2011 Field Security


Is there a reason that Field Security cannot be enabled on out of the box fields? We have a number of clients with integrations with CRM to other backend systems and it would make more sense to enable this level of support. We may be able to work around this for the time being by using separat...

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7 Comments

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7 Comments

Category: Security (4)

STATUS DETAILS
Completed

Editable Grid


Provide a full-functional and supported editable grid in the application. Users need this to bulk edit opportunities as a base line. Other customers are using tasks, other activities, or custom entities to manage business processes and would like to be able to edit custom fields on this record...

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2 Comments

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2 Comments

Category: ()

STATUS DETAILS
Completed