User Profile

Transform an email to a Task / Assign a task to an Email



An email can be changed into a Case , opportunity etc... But our clients recieve many emails that are Activities to be linked to an existing case for example

There is no simple way to convert the mail into a task so to
do this so we regulary need
- to create a Mail field int...

Read more...
2 Comments

Read more...
2 Comments

Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Declined

Print email with all content



When we print the email from MS CRM the content of the mail is not fully printed ( there is the vertical scrollbar as in the Form

If we want to do a report we need use a script to remove the html formatting or we use an html field that is not able to render the whole content of the ...

Read more...
1 Comments

Read more...
1 Comments

Category: ()

STATUS DETAILS
Under Review

Assign a task (activity) to several Users



It would be great to be able to assign a task to several users, even if this means that the system creates one task for each user

At the moment we have to create a duplicate task workflow not very elegant

Read more...
1 Comments

Read more...
1 Comments

Category: Unified Experience: Search, navigation and performance (1218)

STATUS DETAILS
Declined