Business rules clear field action on required field


You can’t clear (i.e. set to blank) a required field using a business rule. This is both good and bad. It's good because you don't want to set required fields to blank and then prevent users from saving the record, but bad in that you may have a situation where you would like to force a ...

Read more...
3 Comments

Read more...
3 Comments

Category: Business Process (0)

STATUS DETAILS
New

Business rules recommendations - remove icon


When you set a recommendation on a field using a business rule, it puts the 'i' icon next to the field. Whether you apply or dismiss the icon, it remains on the form. This is misleading for the user, since when they go back into the form later, they won't know if they should apply or dismiss t...

Read more...
0 Comments

Read more...
0 Comments

Category: Business Process (0)

STATUS DETAILS
New

Allow users to remove emails not yet tracked using auto capture


When an activity, such as an email, is auto captured in CRM and presented to the user as a possible activity to track, there is no way for the user to discard the suggested track. The email may be something the user doesn't want to track in CRM, but they still want to keep the email in CRM. It...

Read more...
0 Comments

Read more...
0 Comments

Category: Auto Capture (2)

STATUS DETAILS
New

Deleting items from your Outlook inbox should remove them from Auto Capture


When you delete an email from your Outlook inbox, it doesn't delete the item from the auto capture in CRM. It should. You have to delete the email from your deleted items in Outlook before it deletes the auto capture in CRM. This isn't a good user experience.

Read more...
0 Comments

Read more...
0 Comments

Category: Auto Capture (2)

STATUS DETAILS
New