User Profile

Portal Logins - Enable login controls for Portals on the same instance


Currently if there are two portals in the same environment, you can authenticate to both portals with the same user ID. This happens even if the account only exists in one of the portals but not in other. Can a restriction be put in place to limit this? I spoke with a MSFT tech and they advised ...

Read more...
0 Comments

Read more...
0 Comments

Category: General (291)

STATUS DETAILS
Needs Votes

Allow the option to save filter settings


Filter settings are always reset in CRM. Please consider allowing users the option to save filters, rather than having to set them every single time. There could be commonly used filters and it would save a lot of time to have a option to select a saved filters. Thanks.

Read more...
0 Comments

Read more...
0 Comments

Category: User Experience (1)

STATUS DETAILS
New