User Profile

Custom Person Entity


Similar to how there is the ability to create a custom activity type, we should be able to create a custom "Person" type.  It would inherit so to speak from a base "Contact" entity with the email address, name, address and other common attributes.  Often there are situations where it...

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Custom Account Entity


Similar to how there is the ability to create a custom activity type, we should be able to create a custom "Account" type.  It would inherit so to speak from a base "Account" entity with name, address and other common attributes.  Often there are situations where it would be much cle...

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Category: Customization and Solutions (2)

STATUS DETAILS
New

High DPI icons needed


With high DPI monitors becoming more commonplace, the ability to upload 64 x 64 icons for navigation buttons is necessary.  Otherwise the icons look fuzzy and the whole CRM interface looks "old" and not up to date.  Appearance DOES matter when trying to sell CRM.

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Category: Customization and Solutions (2)

STATUS DETAILS
New

Ability to embed a PowerBI tile in a global dashboard


Currently you can only embed a PowerBI tile in a custom (user) dashboard.  This means that it cannot be included in a solution.... not sure why this limitation exists.  It means that we have to re-create this dashboard and share it with the appropriate people in each organization. &n...

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Category: ()

STATUS DETAILS
New

Support async/await in custom plugins/workflows


The .Net Framework introduced the concept of async/await around 10 years ago in C# 5. It has largely become the de-fact way of programming at this point. We really need to be able to program using this modern style, especially with the upcoming release of the ability to use 3rd party package...

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Category: Unified Interface (646)

STATUS DETAILS
New