Effective Management of Business Rules
I would like to be able to check an entity (eg Phone Call), go to Business Rules and know the order in which Business Rules were activated.
Right now, you can't tell. I look at the rules and I see deactivated rules among the activated rules.
There should be a way to go to...
Category: Business Process (0)
Copy Description When Converting Phone Call to an Opportunity
It would be a great enhancement if, when converting a phone call to an opportunity, the user could select to copy over what is in the phone call description. This would save having to re-enter information on the Opportunity.
Category: General (1643)
Activity Associated View - Default to All
I would like CRM to let us set the default for the Activity Asso...
Allow Override of (Do Not Modify) Modified On Field During Import
I exported some data, made a change and wanted to test on a single record. Instead of deleting the extra rows, I messed up and only deleted the visible data in the spreadsheet (except for the row I was testing). When I imported, a bunch of records ended up being blanked - they still had a GUID a...
Category: Data Management (2)