Modify views in the CRM for Mobile phones


We would like to be able to modify views in the CRM for Mobile phones.

Today, views are locked, for instance, in the entity "account", we only have the possibilty to review the name of the account and its postal code.
For the entity "contacts", we can only review the name and the ema...

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Category: Mobility (0)

STATUS DETAILS
New

Modify views in the CRM for Mobile phones


We would like to be able to modify views in the CRM for Mobile phones.

Today, views are locked, for instance, in the entity "account", we only have the possibilty to review the name of the account and its postal code.
For the entity "contacts", we can only review the name and the ema...

Read more...
0 Comments

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0 Comments

Category: Mobility (0)

STATUS DETAILS
New

Modify views in the CRM for Mobile phones


We would like to be able to modify views in the CRM for Mobile phones.

Today, views are locked, for instance, in the entity "account", we only have the possibilty to review the name of the account and its postal code.
For the entity "contacts", we can only review the name and the ema...

Read more...
0 Comments

Read more...
0 Comments

Category: Mobility (0)

STATUS DETAILS
New

Modify views in the CRM for Mobile phones


We would like to be able to modify views in the CRM for Mobile phones.

Today, views are locked, for instance, in the entity "account", we only have the possibilty to review the name of the account and its postal code.
For the entity "contacts", we can only review the name and the ema...

Read more...
0 Comments

Read more...
0 Comments

Category: Mobility (0)

STATUS DETAILS
New

Modify views in the CRM for Mobile phones


We would like to be able to modify views in the CRM for Mobile phones.

Today, views are locked, for instance, in the entity "account", we only have the possibilty to review the name of the account and its postal code.
For the entity "contacts", we can only review the name and the ema...

Read more...
0 Comments

Read more...
0 Comments

Category: Mobility (0)

STATUS DETAILS
New

Modify views in the CRM for Mobile phones


Dear Sir/Madam,

We would like to be able to modify views in the CRM for Mobile phones.

Today, views are locked, for instance, in the entity "account", we only have the possibilty to review the name of the account and its postal code.
For the entity "contacts", we can only revi...

Read more...
1 Comments

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1 Comments

Category: Mobility (0)

STATUS DETAILS
New

Create a link between letters/emails and accounts/contacts in the CRM for mobile phones


Dear Sir/Madam,

Currently the Mobile app is displaying only the emails and letters that have the Regarding field set to the respective Account or Contact.

We would like in the Mobile app a behavior similar to the on in the Social Pane where you can see on the Contact page the em...

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0 Comments

Category: Mobility (0)

STATUS DETAILS
New

Access to letters in CRM for mobile phones


Hello,

We would like to open letters as we do in the standard CRM but with our mobile phones, including the ability to open attachments of Letters.

Thank you.

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0 Comments

Category: Mobility (0)

STATUS DETAILS
New

Difference between Saved/Waiting/Sent emails in the Social Pane


Hello,

In MS CRM, Sent Emails, Draft Emails and Waiting Emails (to be sent) are showing the same icon under social pane's activity.

We would like to see the difference between the various states of an email in the Social Pane thanks to different icons. For instance, an email with...

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0 Comments

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0 Comments

Category: Account, Contact, Calendar and Activity Management (775)

STATUS DETAILS
Declined

Improving CRM's search engine (accounts, contacts)


Hello,

We noticed that when we search for an account or a contact, if there is only one letter missing or too many, the research fails.

For instance, the CRM could propose a series of matching results close to the unfound record. We can find this in some search engines (Google, B...

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2 Comments

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2 Comments

Category: Account, Contact, Calendar and Activity Management (775)

STATUS DETAILS
Declined
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