Show the View you're in when you're in the Advanced Find View Results
In previous versions of CRM, when you were in the Advanced Find view results page, you could also see the name of the View that you had selected, which is sometimes very important to know when you're bouncing quickly between views. This functionality needs to be restored to the product.
Add ability to select x Days/Weeks/Months *Ago* in Views (not just Last x Days/Weeks/Months)
The system needs to provide the ability to select something from a period x days/weeks/months ago, or even better, a range.
Today you can specify Last x days/weeks/months but that pulls everything in between. You can also get Today and Yesterday, but there seems to be no way to get Two...
Allow us to Edit Multiple Records with OnChange
This has apparently been a (known / unresolved) problem since CRM 4.0.
Per this: http://support.microsoft.com/kb/949941
Microsoft disables these fields to prevent the OnChange event from causing errors. But we never saw this problem in CRM 3.0, or had errors when doing bulk edit...
Fix bug where drop-down fields disappear randomly
Been seeing this problem with different users, different systems, and randomly. Cannot find any existing requeset for this.
Occassionally, fields that have drop-down options will lock up and prevent users from selecting the drop-down.
If the record is already saved, the user can...
Allow admins and users to change column heading names in views
Field names are often chosen based on one reason, while what's presented in a Form needs to differ.
But with Views, you cannot change what's presented to the user in the column heading, since it's fixed to the name of the Field - this isn't always relevant to the user.
Give us ...
CRM 2011 Rollup 6 Download URLs all not working
Bummer!
http://www.microsoft.com/download/en/details.aspx?id=28712
http://catalog.update.microsoft.com/v7/site/Search.aspx?q=2600640
EQUALS:
We are sorry, the page you requested cannot be found.
Give us the ability to bulk delete on advanced find results
I noticed that I can bulk delete in any normal view, but when I do an advanced find, the only option is delete.
why can't I bulk delete with an advanced find?
kind of defeats the purpose of advanced when you have to create a custom view, then save it, to do a bulk delete
G...
Allow us to perform bulk edits on currency fields (like we could in CRM 3.0)
Since the introduction of CRM 4.0, and the (un)wise choice to decide on behalf of every CRM user that to prevent multi-currency problems, MS would choose FOR them to prevent EVERYONE from doing bulk edits on currency fields, we have had a lot of complaints from users.
MS needs to fix th...
BUG: Service Activities in Service Calendar show old owner after re-assignment for about 15 minutes
Seems to be a new problem post-rollup 7. We've noticed that after re-assigning a SA from User A to User B, we end up with 2 copies in the Service Calendar showing the original for User A, and the correct SA for User B, and they stay there for about 15 minutes.
Whether we hit the refr...
Recognizing Shared Items in CRM
We often have situations where we need 2 sales reps to collaborate on an Opp. Since only one can be the owner, we share the opp - but we need a view that allows the 2nd rep to see the Opp in their view - preferably My Opportunities.
I don't currently see any setting to modify or create...