Export and Import workflow templates
Currently it is not possible to export and therefore import workflow templates. It would be very useful to be able to export and import this type of workflow as well.
Category: Plug-ins, Workflow, and Web Services (0)
Prevent employees from stealing data
Employees need access to the data in CRM to do their work, but they can also use the system to look at all the customers in there and make a copy of this (through screenshots), go the a competitor and sell them such a list. CRM is so easy to use, that this is a serious thread for sales organiz...
Category: General (134)
CRM- provide a 'Merge' Option on duplicate checker results
A duplicate detection result dialog is shown when a user tries to save a record which already exists in the system. This works fine for new records. However, if there are already two records in the system and one gets changed, the same dialog is shown. This dialog doesn't enable merge from the...
Category: General (1539)
Closing tasks from grid should respect business required fields
Closing an activity from the list/grid view doesn't consider business required fields. This is what a user would expect. Please consider this change.
When a field on one of the activities is configured to be a required field, then the close as completed and close as cancelled buttons on...
Category: Unified Experience: Search, navigation and performance (1161)
Exclude empty values from data deduplication rule
Data deduplication rules should exclude (or offer the possibility to exclude) attributes with empty values from the data deduplication rule.
Having a rule on only the email address will result in many deplicates because the attribute can be empty in many records. Being able to exclude t...
Category: Data Management (2)