User Profile

Create an action for business rules to hide/show a Tab and its fields


It would be helpful for a group of fields to hide or show based on a Business Rule. I realize you can select each of those fields individually but it would be much more efficient to be able to do this with a Tab. If not, at least minimize or maximum the Tab as an action for a Business Rule.

Read more...
3 Comments

Read more...
3 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Declined

Business Rules to allow OR function


It would be helpful for the business rules to allow an "OR" function.

Read more...
0 Comments

Read more...
0 Comments

Category: General (1841)

STATUS DETAILS
Declined

Disable specific Activitiy types such as Fax


We would like to make specific types of activities, such as fax or letter, not available. Right now in security roles you change the settings only for all Activities. If we take away read or create privileges the user cannot read or create any type of activity.

If these were broken...

Read more...
3 Comments

Read more...
3 Comments

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

STATUS DETAILS
Planned

Saved Views - Advanced Find: ability to customized the Saved Views system view to include Description


The system view for "Saved Views" cannot be customized. I would like for the Description field to be added at least to the "Active Saved Views" view. Some of our view names are very similar. Also, some are shared, etc. This field would be tremendously helpful.

At minimum it would be ...

Read more...
0 Comments

Read more...
0 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
New

Security to delete opportunity or quote line items without security to delete records


To give my users the security to delete an opportunity or quote line item, they also have the security to delete Opportunity or Quote records. For safety purposes, we do not want Users to be able to delete entire records. However, they should be fully capable of deleting the Line Items.

Read more...
0 Comments

Read more...
0 Comments

Category: Account, Contact, Calendar and Activity Management (710)

STATUS DETAILS
Declined