CRM 2011 switches to new tab when they are created, despite IE9 tab settings
This request is NOT about getting CRM in tabs; I've done that.
The problem is that I have the "Always switch to new tabs when they are created" *un*checked in IE9. CRM ignores this setting. I open many links from a base page and would prefer to not have to switch back to the base page ...
When editing records in a list, jump to next record instead of back to the top of the list
Scenario: I have 250 records (or more) in a list. I'm editing the 49th through 74th ones via Bulk Edit.
It would be nice if, when the screen refreshed that the list started on the 75th one instead of the 1st. (So I could spend more time editing than finding where I was in the list...)
Ability to search across multiple fields with Quick Find view OR have Advanced Find available in lookups
Scenario: I've customized the Product entity so that Products have three new fields - Length, Height, and Width. On the Opportunity, I select the Standard Price List, save the Opportunity, and add a new Opportunity Product. In the Opportunity Product form, I select the Existing Product lookup;...
Ability to have a lookup field to the Accounts on the Qualify Lead dialog box or on the Form by default
When Sales folk fill out the Lead form, they enter in ALL the info on the business card, including the Company name.
When they qualify the Lead to a Contact, they don't want to do the extra clicks to associate that new Lead-turned-Contact with the *existing* Account. So, they enter in ...
Ability to qualify Leads into Contacts and associate to an existing Account *in the dialog box*
Repost from here: http://social.microsoft.com/Forums/en-US/crm/thread/29e3a024-b05d-43cf-9939-3df15630830a
Ability to increase width of Process Step label in Business Process bars
It would be nice to have more room for the label in Business Process flow bars. Maybe the field content could be right justified (please see attached screen shot)? Currently, there's a lot of white space between the field data and the label in the adjacent column (with said label fading out).
Customization Support for CRM for Phones and Tablets [Mobile] [Mobility] [PBL] [Business Rules] [Javascript]
Please give us the ability to customize the Mobile forms. I have used portable business logic (PBL) to toggle the visibility of fields based on user inputs. Even though these PBLs are scoped for "All Forms", they don't work on the Mobile form.
Scenario:
Customer needs the abil...