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...

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Category: General (305)

STATUS DETAILS
Needs Votes

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...

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1 Comments

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1 Comments

Category: General (2012)

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, ...

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Category: Unified Interface (645)

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...

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7 Comments

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7 Comments

Category: Unified Interface (645)

STATUS DETAILS
New