Limit Access to CRM records based on Relationship Type
The field Relationsship Type defines the kind of Account record. Standard, CRM provides a wide range of options, suggesting that the Account entitiy should be used for ALL kind of accounts, including Customers and Suppliers.
In many cases, Admins would like to restrict access from sales p...
Count Sub records
I would like a function that would allow me to create a field that counts the number of related records.
Example: How many Open Opportunities is related to the Account I'm on. We know this facility from NAV.
The purpose is to provide a quick overview for Forms with much informatio...
Apply Filter settings on views when selected as Subgrid
We have a list of Marketing lists ranging from Media lists over Customer Surveys to Christmas cards and so on.
We name the lists as "Media List ....."
I have created a view with a filter that shows only Medialists beginning with e.i. "Customer Surver -", but when I select this ...
Exclude / Include Users in Organizational Insights
Frequest data imports/updates from external systems are done via a user.
this is in our case done nightly and generates a few thousand updates.
The result is that chars on use is completely useless because the scale are messed up by this "import/update" user.
It would be c...
Marketing lists for users
We would like to use CRM to communicate with the users. For this reason we need to be able to add them to a marketing list.
Today, the work around is an Account for our Company and all the users created as contacts. But pulling them directly from the User entity would be much more cool.