User Profile

Add "Show/Hide Inactive records" option on associated views


I currently need to show the inactive records to avoid problems / clarify status of a contact or other record. - but usually I want them hidden (or at least greyed out) to distinguish them from active records.

Would like a view option in the view toolbar to optionally enable/disable...

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3 Comments

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3 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Completed

Allow utilization of FullText indexes on specified text Fields - Specifically Activity Description fields


The current search functionality only attempts a 'contains' search on activity descriptions -
As a result, SQL Timeouts are common if the user searches the description field for a string.

It would be helpful if the application would allow fields to utilize a full-text index if ...

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4 Comments

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4 Comments

Category: Data Management (2)

STATUS DETAILS
Completed

Saving a quick-created Views save the filter, but not the "sort".


In 2011 there's a nice enhancement to allow you to save a filtered view that has a run-time filter applied to it as a new view. - It saves the filter with the view, but any sort applied to this view is not saved at the same time.

It would be nice if the first 2 columns of the curre...

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Completed

URL Fields in Mobile Should open Browser


The current behavior is that if you click on a field formatted as a URL in the mobile client, it opens to edit the field. - and several times that has resulted in the data in the field being overwritten/cleared with no ability to 'undo'. -
The behavior should be to make it easier to clic...

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1 Comments

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1 Comments

Category: Mobility (0)

STATUS DETAILS
Completed

Support Filtered Lookups for Mobile Apps (iOS/Win)


Lookup field filtering behavior in the tablet app is not consistent with the browser.
If you configure field properties to filter a lookup field in form customization, the field will be filtered when using CRM in browser, but the filter will not apply when using CRM via tablet app.
...

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0 Comments

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0 Comments

Category: Mobility (0)

STATUS DETAILS
Completed