Make "Accunts: No Orders in Last 6 Months" view editable..
I would like to edit this view as well as Save as with a different name and make some minor adjustments.
Also, need to have accounts: No Quotes / No Opportunities in Last 6 months.
I understand that Accounts: No Orders in Last 6 Months is a special view but really it is necessary to ...
Getting the Are you sure you want to leave the page annoying message each time I change the name of a view...
customizing an entity, if you customize a view and want to change its name it always shows this annoying message at least with IE10, Win8.
2013 online.
thanks.
PP
Notes (annotations) enhancements: Html support, notes privacy , follow up.
* Support HTML
* 'Set privacy' so only me can see them in the specified record.
* Follow up, without needing to set up a task either manually or through a workflow.
New social panel: Be able to indicate which tabs to display (i.e. only Notes)
As far as I can see, you cannot include just Notes section in new CRM 2013 forms. You have to also include Activities and Social feeds.
I would like to be able to show only Notes or at least have the chance to select which tabs I want to display in my form between the ones available (Acti...
Case Icon - Must to be consistent
In addition, in 2011 icons had some colors which helped to quickly identify what the item was. Now we don't have that and besides we see different icons for the same entity, given its ability to display custom icons based on origin.
http://technet.microsoft.com/en-us/library/dn660975.aspx
Recalculate Rollup Fields in read only forms
CRM2015. New Rollup fields.
I'm not allowed to recalculate my rollup field (which simply counts the number of cases related to a contract) because contract form is readonly given the contract is active.
I would really recommend to review and remove this limitation in read only forms as ...
Recalculate button after creating Rollup Field
A great feature would be after creating a rollup field or on creation, have the chance to trigger the job. A recalculate button there would be great :).
I really don't want or can't wait until job runs to see it working and show to users.
Error and weird behavior IE 11 when inserting e-mail template (CRM 2015 Online)
CRM 2015 Online with IE 11.
I’m using e-mail templates as a way to include signatures for e-mails.
Error 1
First error when Inserting Template. Javascript error.
Details:
1.0
...
Simplify inserting e-mail signatures
Using e-mail templates for e-mail signatures (typical scenario) requires several annoying clicks besides the risk of changing e-mail subject.
I would stronlgy suggest each user / queue have a template as default signature and include it automatically in any email being replied or at...
Server Side Sync: Deeper details on Email Alerts in CRM 2015 Online
they are currently almost useless, not actual deeper technical details.
Please add more details so to be able to troubleshoot.