Social pane: add posibility to add filter to shown activities
in the new social pane, all activities that are related to the record it is placed on will show up in the social pane. There are certain activities that are not desired to be shown at some customers. e.g. the resolution of a case.
A filter function (from a view?) on the activities t...
System Views - Remove Lookup Views from Main System View List
Different views are often used within different places. It is often the case that there are views created that will not to be shown at general views of the entity when the drop down is selected. Because the views are used at subgrids or lookups, they cannot be disabled.
Social pane: configure overflow of activities creation
When you want to create an activity through the "+" in the social pane activities tab, it shows: e-mail, appointment and any custom activities. These option cannot be edited.
It would be clear if you can define the activities you want to be created through the creation overflow. It wou...
Option to "Open Record" after quick create through subgrid
When you added a subgrid inside a form, there is also a "+" available so you can quickly create a record and link it to the record the subgrid is in. When you have quick create enabled for the related entity, the "+" on the subgrid will open the quick create form in an overlay without moving ...
Enable customization of the "Social Pane" Activities Command Bar/Sub-Ribbon
When you want to add a different activity through the "..." overflow in the social pane, it will open a new screen with the activity while the task and phone call will open a new and fancy quick form within the social pane. This is inconsistent plus opening a new screen does not match the idea...
Quick Create: have activities quick create forms
When you select the "+" in the top bar of CRM 2013, you can pick an entity you want to quick create. All of the entities that are there will open a quick add form in an overlay within the same screen. This is a fantastic added function. The only time this does not happen, is when you select an...
Small duplicate view grids at detection job
After a detection job is run in CRM2013 and user can check the found results, you get two small subgrids with the results while there is more space that can be used on the screen. Users have been giving us the feedback that this not very clear and user friendly, especially when a large amount ...
Be able to add multiple search terms in one alert.
You can only add an alert with one search topic. This will require multiple alerts. Add the option of adding more topics or rules within one alert.
Double posts after switching label
We switched labels on a post and in the analysis, the post is now shown twice with both labels.
Add multiple search terms per stream
You can only add a stream with one search topic. This will require multiple streams. Would be nice to able to add more topics in one strea.