User Profile

Re-instate Outlook App search by Case Number


V8.2 allowed for the search of Case Numbers in App for Outlook when tracking emails. It is imperative that this functionality be re-instated for ease of tracking emails to specific Case records, otherwise there is room for misalignment of emails to records based solely on subject.

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Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Declined

Configure Dependencies in CRM as they relate to Flows


With Flow in place, it would be EXTREMELY helpful from a troubleshooting perspective if there was a way to identify field dependencies as they relate to Flow just as there are dependencies for Processes, Relationships, Views, etc.

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Category: General (1799)

STATUS DETAILS
Needs Votes

Power Automate/Flow Filtering of Run History


Please provide the ability to filter by date within Run History of Power Automate/Flow. Having to click 'See More' for for multiple days worth of history is time consuming and inefficient.

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1 Comments

Category: General (288)

STATUS DETAILS
Needs Votes

Chart configuration to not default to default view but chart selected


When editing a current chart, upon opening the editor, the view selector defaults to the default view for the entity instead of holding the view selected to create the chart. By changing the view to the default view, the end user has no idea what the view was originally used to create the chart.

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Category: Admin Settings for Sales (97)

STATUS DETAILS
Needs Votes