User Profile

Read only fields should stay read only


If you close an opportunity and then reopen it the fields that was configured to be read only will suddenly be open for edit. That can't be a feature that is acceptabel?

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Category: ()

STATUS DETAILS
New

Ability to update inactive records through workflows


I would be really nice to be able to update inactive records through workflows.

Let's say you close a Case and want to update a resolved date field on the Case. You have to reopen the case to be able to do so. You can then Resolve the case again (in you workflow) but it add's unnecessa...

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0 Comments

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0 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
New

Should be possible to edit and save attached documents on notes


If you are using attachments in CRM to store documents that you are working on it's not very user freindly if you want to update the document in CRM. You have to:

1. Open the document from the note in CRM
2. Edit and save a copy of the document locally
3. Update the revised docume...

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0 Comments

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0 Comments

Category: ()

STATUS DETAILS
New

Option to disable unused standard fields completely


If you are not using a standard field it is hard to remove it completely from the user interface. You can remove it from advanced find by diabling the searchable attribute but the field is still viewable in many other areas of the system such af the column chooser. The only workaround I can fi...

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5 Comments

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5 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Planned

Should be possible to import members to marketing lists


If a user has a list of Companies (that may already be in CRM) from an external source it should be possible to import these Companies as members to an existing marketing list. Same goes for contact and lead members on marketing lists.

I saw another similar feedback item in this for...

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1 Comments

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1 Comments

Category: General (1799)

STATUS DETAILS
Needs Votes

Business Rules should be able to clear field


I have had several scenarios where it would have been nice to be able to use a business rule to clear the content of a field on the form.

I currently have to choose between either doing it via a realtime Work flow. I trigger the workflow by a forced save event on the field changes ...

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1 Comments

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1 Comments

Category: Business Process (0)

STATUS DETAILS
Planned

System view property to enable system view only for subgrids


I often have a need to create a system view that is used only in a specific subgrid on a form. If I create such a view the view is also available as a system view in the entity list view. The users are often confused by these extra views in the entity view list.

The workaround is to cr...

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0 Comments

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0 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
New

Way to much unused space in form UI


With each release of CRM since 2013 it seems that the UI team is adding more and more "unused" space into the form. The worst example is if you use Quick view forms on a form. The way that they are rendered on the form is just plain ugly. It is not aligned with the other fields and v...

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0 Comments

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0 Comments

Category: ()

STATUS DETAILS
New

Fix bloken alignment of column header and data in CRM 2016 list views


In the newest release of CRM 2016 the alignment of column headers and data shown in the list view is broken. Data is not shown directly under the columns that they belong to. This is very confusing to look at from a user perspective.

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2 Comments

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2 Comments

Category: ()

STATUS DETAILS
New

Fix bad user experience when clicking on global search


When the user clicks on the global search icon in the nagivation menu the behavior has been changed with the newest release of CRM 2016. A Little seach box pops up underneath the button. But why the h... does the user have to click on the search field before he can start typing his search...

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2 Comments

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2 Comments

Category: ()

STATUS DETAILS
New
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