2020 Wave 1 Kanban board should allow other business process flows


The new Kanban view in 2020 Wave 1 only displays the default business process to be used and viewed. Many customers and partners will leave the default process and create a new one for their use, and these new ones will not be reflected in the kanban board. In addition, split processes don't work

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15 Comments

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15 Comments

Category: Account, Contact, Calendar and Activity Management (753)

STATUS DETAILS
Under Review

Default Show for to those in Security groups for custom insight


When you create a custom insight, you have to specify the user that the card is for. This leads to a lot of duplicated effort in the Flow and confusion that a user can see a card in their personal settings, but will never get an alert. If Show for is not populated, show for all users that it is ...

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0 Comments

Category: General (2089)

STATUS DETAILS
Needs Votes

Sequences - Branching


It would be great to be able to branch a sequence dependent on data within the Lead or Opportunity. A customer would like to direct Sales users to more frequent interaction dependent on the size of the opportunity for example. Currently, you would have to remove the sequence and re-apply a new...

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1 Comments

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1 Comments

Category: General (2089)

STATUS DETAILS
Needs Votes

Deactivate sequence should not de-link sequence from record


When a user wants to tweak the sequence, they need to deactivate, which would delink the sequence from the opportunity or lead. This sequence would have to be re-applied and the sequence started from scratch. This is not a good user experience. Sequences should be able to be deactivated and no...

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1 Comments

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1 Comments

Category: General (2089)

STATUS DETAILS
Needs Votes

Can not create project


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0 Comments

Category: ()

STATUS DETAILS
New