Allow for "New Record" option on Lookups to be Configurable
There are instances in which we want a lookup on a screen/form to be selectable only. Currently, there is always a "New Record" option. We'd like that to be configurable by screen so you're only able to select from existing options. This will help preserve data integrity.
Category: Unified Interface (179)
Allow to Default to Regarding instead of To When Using an Email Template
Allow configuration to default the "Field Name" value when using an email template to email a contact. This would allow process efficiency when most to all cases sent are regarding a case and not tied to the contact directly. When hundreds to thousands of emails are sent daily, this would in...
Category: General (333)