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: Platform (150)

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 SSS...

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2 Comments

Category: Customer Service (Case Management / Queues) (44)

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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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Category: General (954)

STATUS DETAILS
New