Activity Entities - Display in Activity Menu
In many circumstances, an implementation might not want to see certain Activity Types including Custom Activities displayed in the Activity Menu. It would be nice if this setting was editable after the initial creation of the entity. As an alternative, security role privileges could also be ...
Percentage Numeric Type
Add the numeric type of "percentage" to available options when creating a new attribute. This attribute should be displayed with a "%" sign and stored as the field value / 100. It should allow configuring the precision and upper/lower limit values.
Dropdown error message obscured by control
When either creating or editing an account, if a required field is a drop down control and no value is provided the error message displayed is obscured by the drop down control (which is expanded when the drop down gets focus because of the error).
Examples of the controls with this issue: ...
Malfunctioning relationship, cannot create related records
For months functionality worked as expected. Suddenly, users are unable to open the quick create form from the primary entity using the "+" button on 2 related entity grids. Clicking the “+” sign doesn’t appear to be functioning. When debugging, the user receives an error: "Unable to get pr...
Chart view functionality not working, buttons unresponsive
Charting functions are not accessible after opening a specific Account record and returning to the view. Appears that the screen is not fully refreshing on return.
Steps to reproduce:
1) Open Account view
2) Open Charts view on right side of screen
3) Open an Account
4) Save an...
Navigate back from record to Dashboard takes user to default Dashboard
When a user selects a non-default Dashboard, then works from that Dashboard and selects records, subsequent back commands sends the user to the default Dashboard instead of the Dashboard they started from.
Steps to Reproduce
1. Go to a non-default Dashboard
2. Open any record
3. Cl...
Email To field, hard to differentiate members
Ability to better differentiate the members of the “To” partylist on emails in CRM. Individual members of the To field appear to be one long run-on text field.
Add Filtered Related Records Navigation
Ability to create additional navigation tiles on an entity based on filters or specified views (i.e. ‘open’ and ‘closed’ activities navigation tiles)
Persistent View Formatting Changes
Ability to allow users to customize the size of view columns and have them persist until changed. Users would like to expand and possibly reorder columns in standard views and have these changes “stick” for future sessions. This would b on a user by user basis and would persist through separ...
Add ability to auto-open after Quick Create
Ability to configure opening of the new record created after using the Quick Create form automatically instead of by displaying the option to the user. One product suggestion would be to have alternate buttons on the Quick Create form allowing the user to quickly (1) Save & Close (2) Save and...