UR3 Close Oppty wrong total amount
If your decimal seperator is , and your symbol is . and you´re closing an oppty (won) you´ll get a wrong totalamount (x1000). Can anyone confirm? Looks like a bug in UR3 and cultureinfo
Dashboard Grids with related data like sub-grids on forms and Recordset dependent RibbonBar
It would be nice to have the chance to show related data in grids(lists) on dashboards. For example select a lead from one list and then show related activities just for that record in another list(grid). Also it would be nice if the ribbon bar is changing. If you´re selecting a record then th...
Bug or "by Design" - Dashboards in Outlook and Ribbon Toolbar
If you expose a list on a dashboard in web client the ribbon for the list is exposed as well. Trying to do so in Outook client there�s only the dashboard ribbon toolbar.
Outlook and Webclient visualization should be the same - otherwise working with dashboards you�ll have to switch to the w...
Incorrect Filter with related entities using report wizard
Creating a report on case resolutions with report assistent using case as primary and case resolution as secondary entity custom filters with related entities won´t work. For example your filter is case - status = fixed, case - owner = current user, case resolution - status = completed (cause ...
BUG Deployment Manager Update Version of new created org
After you´ve installed UR7 all org databases are updated correctly to .2165 version number. You create a new org. The version becomes .1992 and you can update this. Update runs successfully, but version number is still .1992 not .2165.
Even in webclient the db version is .1992. So the only ...
Allow customer address to be part of mail merges
In campaigns you can only add accounts, contacts or leads as record type. But of course contacts or accounts could have more than two addresses listed as customer address. If you want to perform a mail merge to one of those customer address types you cannot do so from a marketinglist or campai...
Custom Activities should be enabled on campaigns as well
Although there´s a relationship created between campaignresponse and your custom activity, you cannot set the value for the field originatingactivityid. Therefore you cannot add a campaignresponse regarding your custom activity.
You should be able to create custom activities as campaign...
Setting the Regarding Object for an E-Mail should be the same dropdown in the Mail Inbox as in the E-Mail Detail Form
MRU List should be available from Standard Outlook Ribbon in E-Mail List View. Currently you have to open each E-Mail to get the MRU List for Set Regarding. This should be available in List View too. This way you can work much faster.
Import Wizard / Created by not modified
Even if you have the security right to modify created on or created by attribute you cannot modify created by.
Created on works, but created by - you cannot map this field. Therfore you cannot import to this field. You can work around creating a new field, but it should be possible.
FetchXML Query in Dialogs should not be read only
If you want to query crm getting attributes and you want to edit the returned fetchXML of your advanced find e.g. to put the variables in the order you want to return them you should be able to paste in your edited fetchXML or edit direct in the window.