"Document Sending Profile" in Service Management
End-to-end implementation of the concept in the area of the service module analogous to the implementation in the sales module. This would be helpful to realize a higher digitization success in the company also in the area of document management.
Display Filtered Lists als Activity in a Role Center (Self-Service)
It is a good very idea if the activities boxes in the role center could be created in self-service mode. The filtering of lists can already be saved as a user. It would be ingenious to display such a filtered list as an activity box in the role center.
Visualization of users sitting on a record
Customers also work in a Kanban-oriented manner, inspired by the activity stacks. Here, the desire quickly arises for other users to be able to recognize whether other users are already in a data record and working there. Although we work with the “Assigned user” option in the documents here, ...