Ability to Export the configurations and settings from an instance
we are able to configure the data sources, mapping the attributes, create the match rules and merge info for attributes. However, it is not possible to export these and import in another customer insights instance. Is it possible to have this option.
Provide a feature to crop the images in the Email templates
Provide a feature to crop the images in the Email templates
Lead qualification pop up window should not show Opportunity as the option.
In the marketing application, we do not use opportunity entity. The privileges for the security roles like read, create, edit privileges are removed. Even then, when an qualify button is clicked on the lead entity, it shows the pop up with Opportunity as the option. When the users do not have a...
Solution Import experience
The solution import experience can be improved. 1. one big thing to improve is, perform validation of the solution first for all the components, and report if any errors are there. now, it keeps on importing for hours and, as and when there is error, it stops. The developers keep waiting for hou...
Provide a subgrid for Notes entity with link download files
When upload files using the timeline, it gets uploaded to the notes entity. While timeline displays them in chronological order, it gets messy in the timeline as timeline can also displays various other information. Now, it is possible to show a subgrid for notes entity. however, it is not pos...
Provide a subgrid for Notes entity with link download files
In MSD, we can upload attachments using the notes in the timeline. Many customers would like to have to the way it works with sharepoint as the user experience is better with sharepoint grid.
- The ability to view all the attachments in a sub grid (like the sharepoint grid...
STATUS DETAILSNew
Ability to audit the export of data to excel or other formats
If someone downloads the data as excel, there is no way to indentify who has downloaded the data. Is it possible audit the download of data from a security standpoint?
when a user clicks on export/download data, it captures...
- who triggered the export/download