User Profile

crm - default view by user or role


I am sure this will have been posted before. This gets requested often. Allow the Entity default View to be set by the user to suit their, and business, needs. Or at least allow the View to return to the previous View used, rather than the 'default' each time.

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3 Comments

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3 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Planned

Notes should alter 'Modified By' on related Entity


If a person adds/Modifies a note for a Record, it would make sense to change the 'Modified By' on the parent Record to the creator/modifier of the note?

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2 Comments

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2 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

Workflow cannot update bit or picklist fields.


The workflow system has a bug where bit (any of the formats) and picklist fields cannot be updated. Everything seems to work perfectly, including triggering the workflow audit. However the data does not change.

Tested on Rollup 6.0 but has been an issue from the start of CRM 4.0 (no ro...

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1 Comments

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1 Comments

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

STATUS DETAILS

Improve creating New Related Records for Many to Many Related Entites


Not sure if this is by design or a bug?
Customers have noticed and are confused by the current method of associating NEW Records on a related Many to Many entity.
Currently the only tool bar options available are to 'Add Existing', once this form opens - only then can you select a NEW re...

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

Sharing Records Cascade Inheritance Not visible on Child Records


If Sharing a Record and there is a cascade rule for a child link, the sharing is applied to the child record as expected, but when viewing the child record ‘Sharing Information’ there is nothing displayed – as if there is NO sharing.

Recommend that the child record has a sharing entry g...

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1 Comments

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1 Comments

Category: Security (4)

STATUS DETAILS
Under Review

Workflow - Remove restriction on entering up to 31 Days in Date editor


I have recently resolved the issue of no recurring appointments in CRM 4.0. It involves WorkFlow and the Business Productivity MATH function. It all worked perfectly until I discovered that setting dates into the future does not do the correct action of adding weeks, rather adds to the Month V...

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3 Comments

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3 Comments

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

STATUS DETAILS
Under Review

Allow fields to have a default View Column size


It would be a huge time saver if you could set, at the global field properties level, a default 'column size' for views so when you use the field in a view it pre-sets to the default width.
For Example a lookup field called 'Account Manager' would suit a default of 150 Pixels.
This ...

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2 Comments

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2 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Declined

Price List Item - Discount List Lookup should be locked on form


I am logging this as more of a bug than enhancement.

I recently discovered you can remove the Discount List lookup from the Price List Item form, however once you have done this there is no way to put the lookup back on the form. It is not available in the Field Chooser list.

T...

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Declined

CRM2013: Unable to undo field changes after leaving field


With the new auto save feature and forms, it seems the ability to 'undo' a mistake or change of mind has been removed, after the user has moved away from the field. In the past users could rely on closing the open form to discard work if a mistake was made, or they changed their mind and could...

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1 Comments

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1 Comments

Category: ()

STATUS DETAILS
Under Review

CRM 2013 - Actvities Quick Create - Allows create when Business Required fields are configured


If using the new Posts/Activities/Notes control to add a Task (for example), the quick add form has generic fields available. IF there is a Business Required field set on the Task form, this field required status gets ignored in the quick create and a task is created with the required field un...

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Declined
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