User Profile

Establish a "Set Regarding" Default


When using the Set Regarding for emails, we more often than not find ourselves wanting to drill down to Opportunities, then Change View and then select My Open Opportunities. Each user does this dozens and dozens of times a day. It would save a tremendous amount of clicks if we had an option to s...

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Category: Email Management and Outlook Integration (308)

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Needs Votes

Manage Roles for User in UCI


Currently when you create an Advanced Find for Users, then open a User Record from the list of results the user for opens in what appears to be a UCI version of a form, I.e. with true tabs. When accessing the user reform from this approach, many of the related options are not there. The most sign...

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

STATUS DETAILS
Needs Votes