User Profile

Clone Record Function


Hi
A "Save As" functionality may be very useful for us and our customers. İt can be work as "Copy Role" button. when the "Save As" button cliecked on opportunity ribbon. Every field could be doubled. Even Opprtunity products and write in products.

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3 Comments

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3 Comments

Category: Data Management (2)

STATUS DETAILS
Under Review

Alphabetical Order of Entity Names at Role Cutomization Entity


Hi,
It will be very difficult to find the custom entity at role customization Entity.
More custom entity will it be more diffucult to find Entity.
Custom entity names can be alphebetically ordered at "Custom Entities" Tab on Role Edit Page

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1 Comments

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1 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

Include Leads,Cccounts and Contacts at One Marketing List


we have to choose one of these options in a marketing list Account, contact and lead
Colud we add all of these types on a single markering list

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4 Comments

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4 Comments

Category: General (1826)

STATUS DETAILS
Declined

Auto Merge Function


CRM has capability of finding duplicates records and has also capable of merging two records. I think that it may poosible to join these functions. What about that CRM can search dublicated records (according ro defined rules) and make automerge

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1 Comments

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1 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
Under Review

Role-based Views


it may nice to have that we can see that which users have a specific security role.
For example which users have "System administrator" Role

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0 Comments

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0 Comments

Category: ()

STATUS DETAILS
Under Review

Enabling Customization on Price List Item Entity


"Price List Item" entity is not customizable. it may nice to have that to edit that entity.At one of our porjects, we have needed to customize the entity but we can't do it

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2 Comments

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2 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review