Unified Interface not able to send email


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Category: Unified Experience: Search, navigation and performance (1241)

STATUS DETAILS
Declined

BUG - Change from Potential Customer to Account for Oppty convert to Work Order


When converting an opportunity from Opportunity to Work Order you are reading from the Potential Customer field. You should not be using this field any more. Sometimes the Potential customer gets stuck on contact, and then you get an error when trying to convert. Please use the Account field o...

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Category: Work order (94)

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Declined

Timeline Navigation Hyperlinks


The timeline for Unified Interface is "broken". The hyperlink on the left side opens the user entity, when it should open the actual activity. It makes no sense at all to hyperlink to the user entity. Read the blog for details. https://crmkeeper.com/2020/08/12/dear-ms-could-you-please-just-fi...

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Category: Account, Contact, Calendar and Activity Management (753)

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Needs Votes