Add Power BI Desktop 'Power Query Editor' to data import wizard
The data import wizard requires data to be cleaned and transformed prior to upload. This necessitates an off-platform process that is laborious and has a high change of introducing errors, resulting in frustration. The Power Query Editor available in Power BI Desktop allows an intuitive and full...
Category: General (1349)
Business Rule Scope - Business Process Flow
Business Rules should be extended to apply to fields on a business process flow only - allowing the field to remain unchanged on the main form- but affected on the business process flow stage. For example- I should be able to enact a business rule that would make a field mandatory on the busine...
Category: Setup and Upgrades (13)
Regex for single line of text fields
Single line of text fields should support a Regex to be entered at field creation in addition to the set 'formats' available (URL, email etc.)- to allow (for example) serial numbers to be entered by users in the correct format and prevent build up of unclean data.
Category: Administration (6)
n-n organisational hierarchy
Many companies have multiple parent companies- each of which own a stake. These owning companies can in turn own stakes in multiple child companies. To model this-I would create an n-n relationship on the account table. I would like the org chart and record hierarchy visualisation features to su...
Category: Account, Contact, Calendar and Activity Management (574)
One-shot marketing contact support
Marketing departments frequently receive requests to send a 'one-off' communication (e.g. an email or event invitation) to a list of contacts from another department- who has no intention of communicating further with this list of contacts. In order to use the marketing application for this comm...
Category: General (103)
Convert case to opportunity
When a company has both a customer service and sales function - it's not uncommon for customer service agents to receive cases that would be best referred to sales people. The ability to covert a case to an opportunity OOTB would be useful for this scenario.
Category: Customer Service (Case Management / Queues) (86)
SLA - Extra time
Many companies internal processes allow 'extra time' on-top of an SLA if a specific event occurs (for instance, a customer doesn't answer the phone). The company wishes to report on this SLA as been granted extra time, but not failed. Grant customer service managers the ability to extend an SLA ...
Category: Customer Service (Routing, SLA) (69)