User Profile

Allow us to add or remove tabs in Dashboards


Please allow us to add or remove tabs (the expandable/contractible sections) to Dashboards.

Currently we can only create a Dashboard layout that has two static tabbed sections. You can do this by creating a new Dashboard, then choosing the 4 or 3-Column Overview Dashboard.

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2 Comments

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2 Comments

Category: ()

STATUS DETAILS
Under Review

Fewer clicks in every area of CRM


Please reduce then number of clicks required in every area of CRM. There is quite a bit of clicking involved everywhere in CRM (e.g. when editing columns in Advanced Find views).

For example, introduce some more click and drag, introduce more shortcut key strokes, include shortcut tra...

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2 Comments

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2 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

Allow change to default Look Up Records "Look for:" record type; it's currently alphabetical


We'd like to change the default "Look for:" for any Look Up Records page. For example, for phone call record lookups, we'd like to change the default be Contact. Please allow us to change the default value in Solutions. If there are multiple record types available, the current default is alp...

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2 Comments

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2 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Declined

When we export a Report to Excel, it cannot calculate or sum columns containing $ dollar values


When we export a Report to Excel, it cannot calculate or sum columns containing dollar values.

Cause: An invisible character stored between the $ sign and the first number.

How to detect the cause: You can detect the character by following my steps outlined below. Basically yo...

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3 Comments

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3 Comments

Category: ()

STATUS DETAILS
Declined

Custom navigation item causes ribbon and tabs to freeze and not work


Issue:
When you go to an Account/Contact(any entity) and click on the Custom left navigation item first, the ribbon and tabs are frozen (cannot click on anything).

Steps to Reproduce:
1. Go to an Account/Contact (any entity)
2. The first entity you should click on is the Custo...

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2 Comments

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2 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Declined

Allow to set Regarding to multiple Accounts, Contacts, Leads


We'd like to be able to set the Regarding field to point to multiple clients and/or parties (e.g. attorneys,CPAs) for Appointments. This way it shows up in their record and we know that multiple parties were involved in this Appointment.

Otherwise we'd have to make required or optio...

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7 Comments

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7 Comments

Category: Unified Experience: Search, navigation and performance (1214)

STATUS DETAILS
Declined

Allow Tasks created via workflow to include an attachment


You can create a workflow that creates a Task, but you don't have the option to include an attachment. Please allow us to include attachments to Tasks generated by a workflow.

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1 Comments

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1 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS

For completed or cancelled activities , lock down ability to create Notes


For activities that are marked complete or cancelled, please lock down the ability to create or edit Notes.

Otherwise, create an admin option or setting to lock this down.

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1 Comments

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1 Comments

Category: Unified Experience: Search, navigation and performance (1214)

STATUS DETAILS
Declined

Ability to run Workflows based on Advanced Find


Allow us to run a workflow with a run option of "Run on all records in all pages" (i.e. allow workflow to run on more than 250 results at a time in an Advanced Find).

Otherwise it takes a long time to go through 10,000 records. We could do an export to Excel and update that way, bu...

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1 Comments

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1 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
Planned

AF views - in general - show total number of records.


Display the total number of records (not just 5,000+) and # of pages returned from an Advanced Find query in the footer. I want to know if there's 5,001 - 100,000 records returned without flipping through 20+ pages.

Also, there's only a "go to the beginning" arrow in the page arrow...

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2 Comments

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2 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Declined
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