Hide advanced find fields based on Field level security


I've several customers where departments have different fields on Account to store data for their own use.With Forms and FLS this can be split nicely, where users only see their own fields.But in Advanced Find everybody sees all fields. (Setting the Searchable bit is not useful as...

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1 Comments

Category: Security (4)

STATUS DETAILS
Under Review

Export data and import data in the same format or change delimiter settings


When I want to update data using excel this can be done with CRM 2011. Just export - change - import. Not.......The export is in excel format , the import format must be in CSV, xml or txt. So I have to "save as..". Please allow import in excel format.Other thing, when I im...

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2 Comments

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2 Comments

Category: Data Management (1)

STATUS DETAILS
Under Review

Routing of E-mails based on keywords


Scenario: Insurance company gets loads of E-mails via E-mail-router into CRM. Based on keywords the e-mails are routed to specific queues. Eg "complaint" to queue "high prio", or "pension" to queue "Life". Keywords must be maintainable by business owners (separate table, not workflows).<br...

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4 Comments

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4 Comments

Category: Routing/ SLA (70)

STATUS DETAILS
Needs Votes