Enable to import/export activity party (sender/recepient) as column data


Currently, sender/recepients (From/To) of Email Messages do not get exported (remain as blank) when "allow re-import" is selected. Also they cannot be imported (error occurs) either. Import/export feature can be improved to allow sender/recepients values to be exported/imported properly.

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Category: Data Management (1)

STATUS DETAILS
New

Ability to export field of Annotation (Notes) Entity


Current export function is limited to certain data, and customization is required to do so for some entities. It would be nice to have an extended export function that allows to export the information entered in the field of Annotation (Notes) entity.

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Category: ()

STATUS DETAILS
New

Service Calendar - Display customized entity


Currently, Service Calendar doesn’t seem to display fields of customized entity, but it would be more useful if there is a way to display information other than the default Service Activity Entity.

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Category: ()

STATUS DETAILS
New

Ability to export/import Duplicate Detection Rules


Just like how we can export/import solution files, it would enable an easier data migration if there is a default feature that let us export/import Duplicate Detection Rules easily.

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Category: Data Management (1)

STATUS DETAILS
New

Ability to add a new N:N (many-to-many) Relationships for Appointment Entity


Currently, it seems like there is no way to add a new N:N Relationships for Appointment Entity. It would enhance the usability of the Appointment Entity if it allows the user to add one.

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Category: Customization and Solutions (0)

STATUS DETAILS
New

Option to choose Product entity for Regarding for a new Activity record


It would be more useful if there are more option, like Product Entity, to choose for Regarding, when creating a new activity record.

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1 Comments

Category: Unified Experience: Search, navigation and performance (1030)

STATUS DETAILS
Declined

Display different home page depending on the user’s Security Role


Currently, there is a personal option available to change the dashboard (General tab> Select your home page and settings for Get Started panes> ), which is to be initially displayed, depending on user role, but not the home page. It would be nice to have a setting t...

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Category: ()

STATUS DETAILS
New

Enable Annotation (Notes) entity for Post Configurations


It is pretty common where a user adds Notes to an entity and wants to let other users notice it on Activity Feed, however, this is not available by current Post Configurations/Post Rule Configurations feature and it requires customizations. It would be nice to have Notes/Annotation entity avai...

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Category: ()

STATUS DETAILS
New

Easy way to add a related record in a subgrid when it has a 1:N relationship


Symptom:
Entity A and Entity B has a 1:N relationship, and on a form for Entity A, placed a subgrid to display Entity B. When you try to add a new record of Entity B in relation to a record of Entity A, the search box displays all records that are related to Entity A, and it displays an err...

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Category: ()

STATUS DETAILS
New

Change the format of the fields when creating a new record


Format of the fields are not user friendly when creating a new record. Only the focused field get outlined, but others are displayed as --. UI can be improved if all of the fields are outlined, making it easier for the user to recognize the fields they need to enter.

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Category: ()

STATUS DETAILS
New