User Profile

Split out Privileges for Activities


The Catch-all Privs for Activities needs to go. Far too often we get hassled and harassed by our clients when we tell them we can't restrict users from seeing Faxes (are those things still around?) and Letters (Ibid?) vs. Phone Calls and Tasks. In fact, this has resulted in some clients creati...

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Category: Unified Experience: Search, navigation and performance (1220)

STATUS DETAILS
Declined

Ability to Run Document Templates against Multiple records in a View


With the deprecation of the old school Mail Merge feature, we will no longer have an OOTB feature to run templates against multiple records. Document Templates only allow the user to run against a single record. 

People still send out paper mail. As long as they do, they'll ask for...

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2 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Declined

Ability to add tags to any Entity record instance


Users should have the ability to create and maintain record tagging. This feature is constantly requested in both PubSec and commercial. The ability to tag should be similar to tagging in Azure DevOps and other CRM systems. This allows users to quickly and easily create ad-hoc categories for thei...

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4 Comments

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4 Comments

Category: General (1848)

STATUS DETAILS
Needs Votes

Close button in the UCI/Model-Driven App


It would be great to have a Close button on the command bar for all entities in Model-driven apps when Auto-save is enabled. There is currently no way to "navigate away" from a form without using the browser's Back button, or returning to a default view to a sub-area in the SiteMap. The current w...

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Category: General (1848)

STATUS DETAILS
Needs Votes

Native UCI/PCF Calendar Control should allow Property setting for default view (Day, Week, Month)


Everyone loves the PCF Calendar Control in the UCI, but they hate always having to toggle from the default view (Weekly) to Monthly. There should be a Property setting for default view (Day, Week, Month).

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Category: General (1848)

STATUS DETAILS
Needs Votes