Allow customizations to "Close Opportunity" form


Ability to customize the Opportunity Close dialog box.

(Specifically, allow a user to select a value in the "Competitor" box when the Opportunity has been "Won" so we can see which competitors we are displacing.)

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1 Comments

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1 Comments

Category: General (729)

STATUS DETAILS
Planned

Convert Lead dialog box cannot be customized


Convert Lead dialog box cannot be customized.

Specifically, we have an "Existing Account" field on the Lead form that we would like to map to the "Potential Customer" field on the Convert Lead dialog box.

(Similarly to how the Currency field is mapped from the Lead record...

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1 Comments

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1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Declined

Originating Lead field of any existing Opportunity is grayed out


When we open an existing lead, we can associate it with a "Source Campaign".

When we open an existing opportunity, we cannot associate it with an "Originating Lead".

In the form settings and the "Originating Lead" field is NOT read-only. Moreover, the field is open on th...

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1 Comments

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1 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes

CRM- "Import to marking list" is missing in CRM 4.0


I would like to members to Marketing Lists through Data Import.

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2 Comments

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2 Comments

Category: Data Management (0)

STATUS DETAILS
Under Review

Add Campaign Responses to Marketing Lists


After we have a marketing event (Campaign), we do a data import to upload our list of attendees as "Campaign Responses" to the Campaign.

Then, we'd like to email all of the people who stopped by the booth to thank them for attending.

How can we add these Campaign Response...

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2 Comments

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2 Comments

Category: Lists and Campaign (89)

STATUS DETAILS
Needs Votes

Campaign Champion provides additional privileges


The set of privileges may be defined by the relationship that the User has to a record. For example, if he is the OWNER of a record.

In the context of a campaign, OWNER and CHAMPION both indicate that the User is strongly related to the campaign record. However, OWNER can provide additi...

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1 Comments

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1 Comments

Category: Security (3)

STATUS DETAILS
Declined

Unit Template for Data Import is incomplete


Unit Template for Data Import does not work.

It is missing the lookup column "Unit Schedule"

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1 Comments

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1 Comments

Category: Data Management (0)

STATUS DETAILS
Under Review

Can't see Manager's reports from user record


There is a User to User relationship called "Manager".
We would like to display it in the navigation pane for the primary entity. Normally we can just change the configuration of the relationship. However in this case the "Display Option" is set to "Do Not Display" and it is grayed out so w...

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0 Comments

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0 Comments

Category: Customization and Solutions (0)

STATUS DETAILS
New