User Profile

true multiple entity support on forms


We should be able to have a form free from a specific entity, users don't care how we set up our schema as long as how we present it to them makes sense. We should be able to have a form with fields from a combined group of (related?) entities for the user to work with, this would extend to bu...

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2 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Planned

allow advanced find from record view


when you are viewing a record in CRM it would be great to be able to get to an advanced find dialog without having to navigate elsewhere (and yes, I know the user is at that moment LOOKING at a record, but it would save user clicks to be able to pop up that find dialog directly from the record...

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2 Comments

Category: ()

STATUS DETAILS
Under Review

Allow users to customize their home screen


Allow users to decide which of the analytics pages they want to show for their default screen, or let users build custom analytics pages with the available widgets already there

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0 Comments

Category: ()

STATUS DETAILS
Declined

documentation link broken


When trying to access preview docs, I am directed to:

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3 Comments

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3 Comments

Category: ()

STATUS DETAILS
New