Control Page Load Using Clicks Not Code


Add functionality, maybe through workflow, that allows Administrators to select a Form to load based on any criteria on the entity record, the current User's Security role, business unit, and/or team membership. This should allow the flow to run on the preload of the page so the correct form can...

Read more...
0 Comments

Read more...
0 Comments

Category: Customer Service Admin Center (130)

STATUS DETAILS
Needs Votes

Email to Case Process Needs to Run when the Queue is BCC'd


Currently, when a Queue email address is BCC'd Server Side Sync creates the message in CRM but the Email To Case Process fails to run. The Email To Case Process must run on emails where the Queue email address is in the BCC. This can be done by correcting the Email To Case Process or having SS...

Read more...
5 Comments

Read more...
5 Comments

Category: Case Management (133)

STATUS DETAILS
Under Review

Make Sent Mail From CRM to Senders Sent Items Folder Optional Per Mailbox


In May 2020, Server Side Synchronization was enhanced to put a copy of an email sent from CRM into the mailboxes Sent Items folder. This is an awesome enhancement for individual Users however, it should be configurable per mailbox. All of our Global Customer Service Representatives correspond w...

Read more...
1 Comments

Read more...
1 Comments

Category: General (1517)

STATUS DETAILS
Needs Votes

Who else has this record open?


When a User loads a record into a main or card form there should be a banner that tells the User who else has the record open. When the User attempts to save a record and it is still open by another User they should be prompted that the record is open and do they still want to save. Thank you, ...

Read more...
0 Comments

Read more...
0 Comments

Category: Customer Service Workspace (585)

STATUS DETAILS
New

Put back the View More/View Less functions at the Top of the Email Message in the Timeline


Put back the ability to 'view more' and 'view less' functions at the top of an email in the timeline. This functionality was removed in the 2022 Wave 2 update. Users do not need to scroll to the bottom of a 5 page email to 'view less' when the most recent information in an email thread is at...

Read more...
7 Comments

Read more...
7 Comments

Category: Customer Service Workspace (585)

STATUS DETAILS
New