Need to be able to customise the Form Assistant
When using the lookup on the Form Assistant, it always defaults to Lookup on Account, you cannot change this to default to lookup on Contact - much more likely.
When using the Followup Form Assistant, you cannot default the the Follow up type or date and time. The followup time is set t...
Need Duplicate Detection Report
In a secure database where users cannot see entire database, need a built in report to show results of duplicate detection. So you can pass list of duplicates to users to rectify. Users cannot see they have duplicate records with other users.
Need ability to track email sent from Phone or OWA automatically
Neither the Email Router, nor the Outlook Add-in have the ability to automatically track outgoing email (except for replies to tracked email). Ideally, the Email Router would have this facility as an option so that users who only use OWA and phones can still have their sent email tracked in CR...
Edit Sales Process per form / Allow each form to have different sales process
I believe that Orion will include the ability add the sales process to custom entities, but can you also allow each form on the custom entity to have a different sales process. We would like to create a custom opportunity entity with multiple forms, each with their own unique sales process...
Need new ExecuteMultiple exposed in Web Service
ExecuteMultiple is only available via the SDK. For many real-life scenario's, using Web Services is preferable to the SDK.
Can we please have the ExecuteMultiple functionality exposed in the Web Service.