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.
Category: Data Management (1)
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.
Service Calendar - Display customized entity
Ability to export/import Duplicate Detection Rules
Ability to add a new N:N (many-to-many) Relationships for Appointment Entity
Option to choose Product entity for Regarding for a new Activity record
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>
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...
Easy way to add a related record in a subgrid when it has a 1:N relationship
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...
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.