Ability to merge on mobile app
It would be very useful to be able to merge records on any UI mobile apps.
Admin ability to view as security role
It would be useful as an admin to switch view between security roles to test implementation and see any viewing errors before user.
Bulk edit Disqualified Leads Status Reason
It would be useful to be able to bulk edit the reason for disqualification. For instance, if there are leads that seem to be disqualified for a similar reason outwith the category used these could be reclassified to be monitored. Thanks.
Add Financial Year to Date (Y2D) to Advanced Filter
It would be incredibly useful to be able to filter by Year to date Y2D and as such, I would suggest adding This/Last/Next year to today (or date) This/Last/Next x years to today (or date) This/Last/Next x fiscal years to today (or date) It may also be useful to add this for all date options e.g...
Export dashboard to pdf
There is often a need to pull a pdf of a dashboard. At the moment most users revert to screenshot and pasting. An export to pdf would be very useful.
Merge on "Duplicate records found" screen
It would be useful to be able to merge records on the Duplicate Record found Screen. The only option we have at this stage is to 'Ignore and Save' or 'Cancel'. We should be able to Merge here.
Link survey responses to custom entity
We have a custom entity called events. Contacts are linked to events through another custom entity event attendees. Feedback surveys are sent for each event to each event attendee. It would be useful to connect the relating survey responses to the event custom entity.
Customize Tab Acorss Multiple Forms
It would be great if tab layouts were set and could be used across multiple forms. Therefore instead of editing the form I would edit the tab and it would change on all associated forms.