Providing OOB Option to Set Default Case and Activity Form Views Within Accounts and Contacts
After opening a ticket (MS 2308030040005931) it was deemed that, when clicking Related > Cases or Related > Activities within account and contact records, the 'associated' views cannot be defaulted to other useful views (such ...
Allow Immediate Tabbing and Template Selection Using Keyboard Only (New Template Selector)
Hello,
Prior to updating the template selector to the enhanced version, our team noted that they were able to proceed from template selector launch to template selection strictly using their keyboard (tabbing, then enter). With the new editor, it seems a mouse is required to ...
Have Macros Utilize Source/Original Work Item When Running, Instead of Using Current/Active Work Item
Hello,
Your Product team has recently confirmed a limitation when running macros:
"Whether we use the API to open the form and create/link record in both the backend and UI, it relies on the...
Feature to Repeat Calendar Holiday Hours Every Year (e.g., Closed Every New Years Day)
For companies which observe the same holidays every year, a feature that enables holiday periods/days to repeat every year would be more efficient and reduce chance of missed/forgotten holiday entry.
Retain chat text format (e.g., indentations) when sending messages via chat
Hi team,
Would it be possible to retain text formatting (e.g., indentations, listing of items) when sending messages via chat? For example, we offer troubleshooting assistance at our company and often provide numbered steps as follows:
1) Ensure you update yo...
Additional Pre-conversation Questions Beyond the Current Maximum of 10
It would be nice to have additional questions/fields beyond the current max of 10. This would allow more customers with extra questions/fields to use the out of box pre-conversation setup, which is much faster than other types of implementations (e.g., those involving chatbots and power automa...