Ability to automatically share records to specific users as a standard feature
The current feature does not have the ability to automatically share records to specific users as a standard feature.
The ability to auto-share records to specific users would eliminate the need to manually share records and improve operational efficiency.
Facility to add dashboards added to entity views to regular dashboards
With the current functionality, dashboards added to the entity view are not added to the regular dashboards.
The facility to add dashboards added to the entity view to the regular dashboards would enable unification of dashboards and make operations more efficient.
Facility to prevent deactivated records from being searchable on the associated form
Currently, deactivated records are searchable in the associated entity's lookup field.
It would be more operationally efficient to have the option to disallow deactivated records from being searchable in the lookup field.
Facility to modify the character limit in the "description" field to allow more characters to be entered
Currently, the maximum number of characters in the "description" field of the "estimate" entity that exists by default is 2000.
Increasing the setting on the field to 4000 will result in an error.
Specifically, the following error occurs if it is changed after the estimate is activ...
Feature to notify specific users via email when users update their timelines
I would like to be notified by email when a user makes a new post to the timeline of a record.
Currently, notifications for timeline posts cannot specify a specific entity.
Please add the ability to send email notifications to users who have specified a specific entity and then men...
Facility to display the creator of the note on the timeline
Currently, when a record is assigned to another user, the assigned user appears as the "modified on" of the note on the timeline.
If the "created on" of a memo can be set to be displayed, it would be possible to see who created the memo even after it has been assigned.
This will ma...
Word template functionality with controlled display and hiding of any data of related entities depending on the data to be displayed
Currently, it is not possible to show or hide any data of related entities depending on the data to be displayed.
Accordingly, when creating a Word template, it is also not possible to show or hide arbitrary data of related entities depending on the data to be displayed.
A Word tem...
Function to check the breakdown of processing details on the database side behind the scenes
Currently, it is not possible to check the breakdown of processing details on the database side.
If we can check the breakdown of processing details on the database side, we can see which processes are taking time, and we can consider improvement measures. This can also be used as materi...
Function to And Search for information in multiple specified fields
Currently, it is not possible to AND search for information in multiple specified fields.
The function to AND search for information in multiple specified fields would make it possible to search for more specific information and make operations more efficient.
Facility to visualize when information is added to the timeline
Currently, it is not possible to get a notification when information is added to a timeline, nor the number of times that information has been added.
We would like to be able to easily see when information is added to a specific timeline and how many times it has been added.
It wou...