User Profile

activate smart matching and tracking token


Though in the system settings the smart matching and the tracking token functions can be activated indepentantly, only the tracking token function is working if both options were set.

It would be great if we would be able to activate a mixture of both.

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1 Comments

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1 Comments

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

STATUS DETAILS
Declined

"Reply all" in CRM Email activity differs from outlook behavior


When hitting "Reply all" in an email activity in CRM the answer mail is opened and all receipients AND the sender (!) are set to the receipients in the new answer mail.

In Outlook (and other email programs) the behavior is different: When replying to all, all receipients are set into th...

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3 Comments

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3 Comments

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

STATUS DETAILS
Declined

allow many-to-many relationship between activity-entities and other entity types


unfortunatelly it is not possible to create a many-to-many relationship between the activity entity types and other entity types.

especially for our appointments we are also tracking which of our products are discussed during a meeting with the (potential) customer. This cannot be handl...

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5 Comments

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5 Comments

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

STATUS DETAILS
Declined