Using Get Products in Quotes producing error - Expected 'SafeString' data type for 'name' parameter in 'Request.QueryString'
This error is occurring when the Title of the Opportunity associated with a Quote has a 'less than' (<) in it (e.g. Opportunity Title = 'Opportunity for sale - customer with < 100 employees').
It does not matter if the Quote title has a 'less than' (<) symbol, only if the o...
Allow joining in related records more than once in Advanced Find as 'Inner Join'
We have various custom child entities (for example, Account Profiles, or Customer Products). What if I want to pull list of All Accounts that have Profile A and Profile B (not just whether they have one of the other)? Or an Account that has Product A and B.
This is not possible in cur...
Allow NOT IN searches in advanced find, marketing lists etc
We have various custom child entities (for example, Account Profiles, or Customer Products). What if I want to pull list of All Accounts that have Profile A, but they do not have Profile B? Or an Account that has Product A but not Product B.
This is not possible in current construct o...
Add ability to categorize and filter views
It would be nice if there was a way to categorize (and then filter) views.
Examples
A sales manager could filter to sales management views
A sales rep could filter to their daily management views
A system admin could filter to daily or weekly admin views
etc.
SQL Error generates in Email Messages used in Dashboard if Subject selected as Sort
We have been testing CRM 2013 SP1 in our Dev/Test - on premise, and encountering SQL Server message error (after delay when view) when accessing a view from a dashboard, whereas the same view works fine directly from the related entity. This has been problem since CRM 2011 UR17 (but I don't ...
Add 'Get Products' functionality to Opportunity form
It is a simple request, adding Get Products is a great feature for the Quote, but it would be really nice on the Opportunity form as well.
Additionally, with use of business rules, the user experience of building a quote could start with providing pricing. Building the pricing could be...
Need way to add Title to notes in CRM 2015
Possibly, if Business Rules could be opened up on the notes entity, I could add a rule to populate the note if empty. Or even workflow. Yet, this is not possible.
This is a BIG problem for our support staff, who cannot tell (or depend) on the modified by/date, because it is changing w...
Change Quote form to actually substitute (replace) product in list when substitution selected
One would expect that when using suggestions and choose a Substitute, that it would actually substitute the product already listed with the quote (for substitution). Else, at least highlight the products in question (that may be in the grid together) so end-user knows they are substitutions t...
Modify behavior of in-line quote product select/suggestions grid to reveal more of the Product Name
Since the form seems fairly rigid (not customizable), it only seems geared toward quick edit of qty/discount. The problem is that the product name length is too limited.
Suggestion - Why not offer a 'simple view' toggle, so that one could just review the selected products, qty, discoun...
Emails with .church extension will not open new e-mail when selected on form
A majority of our clients are Churches, and they are beginning to use .church extension. Yet, when utilized, if you click on the hyperlink of the email in a form, it is not opening a new email. Works find as long as extension is under 5 digits.