Bug in Contact's FullName concatenation
I have a Person (custom) entity containing First Name and Last Name fields, 1:N relationship to Contact (out of the box). When a Contact is created from a Person record, the Contact's First name and Last Name fields are populated with the Person's First Name and Last Name.
The logic was...
Alternatively display lookup as picklist on form
Loading and displaying the lookup record is slow and it is not ideal when user requires quick data input (eg. while on the phone), and the selection values are not a long list.
BUG: Chart selector is missing when user saves a record and navigates to previous page using browser's Back button.
From a list view screen with Chart expanded, user opens a record, updates some fields, and saves the record. User then click on the Back button to go back to previous page, ie. the list view screen with Chart expanded. The Chart Selector drop down disappears and user cannot hide or collapse th...
Jscript error when creating a new queue
Go to Business Management - > Queue, add New.
Enter the Queue Name, Email and 'Server Side/Email Router' for outbound email processing, then jscript error occurs.
CRM OnPremise 2013 RU1
Activities subgrid to display Related Activities
Activities subgrid added to Contact or Account form can only show the ones which regarding to the current record. Need the subgrid to be able to display the activities just like the one in the Activities associated view.
Business Process Flow is not enabled for Appointment tracked from Outlook Client
Business Process Flow is not enabled for Appointment tracked from Outlook Client.
Create an Appointment in OUtlook, then Track in CRM. Open the Appointment record in CRM, the Business Process is not enabled for the record and there is no way to enable it.
Creating new Appointmen...
Enable Security Role for Quick Create form
We have several business unit using the same entity, eg. Enquiry but some business units do not want to use Quick Create, and some need but different form layout.
So, we need the Quick Create form to be customisable for each business unit.
Ability to customise the header icons (Avatar icon, Gear/settings Icon)
Our users move from one location to another, and need a quick way to update this. A custom 'Current Location' lookup is added to the User form allowing user to change. However, it takes three clicks to get to User's screen, ie. click on Gear icon/Settings, then select Options, scroll down to b...
Bring back the 'Properties' menu when clicking on the CRM Icon on left top most of the window.
In CRM 2011, clicking on the CRM Icon on left top most of the window will display a menu. Then clicking on Properties will show some system attributes like created by, created on, modified by, modified on. Really need it back as currently user would need to go back to view or advanced find to ...
Ability to display Sender and To Recipients fields of Email entity
Two fields containing the email address of sender and recipients are available in Email entity but are not available for use on Form nor Advanced Find. They are Sender and To Recipients.
We have business requirements to show the actual email used for communication as user may change ema...