Appointment activity in CRM App for tablets
If I remove the "Status" filed from the "Appointment" main form, I do not see the "Activate" button in the CRM App and hence I cannot mark the appointment as "Mark as complete" in the CRM App. This is possible from the web client but the issue is only with the CRM App. I face this issue only w...
users cannot view the personal view shared to them while accessing MOCA
"I have created multiple views and shared then with other users. When I log into CRM app in iPad I see those views under my personal views. However, the other users with whom I have shared those views do not see them under their personal views in the CRM App. They do see them in CRM web cli...
unable to view the "Service Activities" in the CRM App for tablets
"Service Activities" of CRM cannot be viewed in the CRM App due to product limitations. There are only few entities which can be enabled to view in CRM App for tablets. It would be more useful if most of the entities are enabled to view in CRM App for tablets.
unable to open contact records in safari browser in iPad
+create online test CRM org
+remove the full name column from the "My Active contacts" view and add first name and last name to the view and set the "My Active contacts" as default view
+access the CRM test org in safari browser in iPad Air
+navigate to
unable to switch to a different view in any entity while accessing CRM web portal from safari browser in iPad Air if the total no. of views exceeds the screen size
Repro Steps
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+In a vanilla org for any entity
+E.g- for opportunity entity create personal views and system views total around 40 views and now access the CRM online org in iPad Air in safari browser
+try to open the entity opportunity and select the drop down to swi...
unable to view the complete information form of contact entity in safari browser in iPad Air
unable to view the complete information form of contact entity in safari browser in iPad Air
+an information form has below section :
General
Details
Notes & Activities
Connections
Opps as Key Contact
Preferences
+when accessed the org from iPad Air horizontally in...
unable to add a Competitor record in Associated View on Opportunity records
We added competitor associated view on the opportunity form and now from the opportunity associated view we are not able to add a competitor to the opportunity record.
We can add the competitor record from the sub grid in opportunity form and that shows up in the associated view but it is...
Users are reporting that they can't see the "Reports" selection on the workplace while accessing CRM in Safari/Chrome browser in iPad Air
Users are reporting that they can't see the "Reports" selection on the workplace while accessing CRM in Safari/Chrome browser in iPad Air
This issue is reproducible in all CRM Online Online organizations
Repro Steps:
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+create a new CRM trial org
+navigate to S...
phone call activity in the social pane does not show up as expected.
ISSUE:
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"when user creates a phone call activity in the social pane the activity is created with the title of the " call to" person which is expected. But as soon as the page is refreshed the title of the activity is changed from the call to person to the owner of the record"
the negative quantity value of a GP item does not get populated to the quantity field of a invoice product in CRM
ISSUE:
The negative quantity value of a GP item does not get populated to the quantity field of a invoice product in CRM
Issue is reproducible in vanilla environment:
Re-pro steps:
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>Mapping GP items to CRM products
>If the GP items have their quantity...