User Profile

Confirm Addition window in Campaign for adding Marketing List not working properly


I am using Campaign and adding marketing list to the current created campaign. Now when the marketing list was created it ask where I want to add the marketing list
--Confirm Addition; Select where would you like to add this marketing list:
--To the campaign only.
--To the campa...

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1 Comments

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1 Comments

Category: General (1841)

STATUS DETAILS
Declined

Duplicate Detection Jobs No Longer Appearing after a month


Want to modify the current Delete completed system jobs
Current Query
-------------
Status Equals Completed
Status Reason Equals Succeeded
Completed On Older Than X Months 1
System Job Type Does Not Equal Bulk Email, Import Sub process, Workflow
---------------
Want to ...

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0 Comments

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0 Comments

Category: Signup and Subscription (1)

STATUS DETAILS
New

Business Rules Not working for locking the fields


Business Rules Not working for locking the fields in account.

Business Rule Created:-

CONDITION
If Account Number contains data

ACTION
Lock Account Name
Lock Address 1: Street 1
Lock Address 1: Street 2
Lock Address 1: Street 3
Lock Address 1: State/Prov...

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5 Comments

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5 Comments

Category: Signup and Subscription (1)

STATUS DETAILS
New

Opportunity Product Page Remain on the same page after adding the product


User mentioned that whenever she access and Opportunity and add a product change, post saving the changes/additions made to it, it brings up the new page of adding a new Opportunity product.
Instead of the system redirecting her to the open Opportunity page.

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0 Comments

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0 Comments

Category: Opportunity (227)

STATUS DETAILS
Declined

Activity of child records visible when looking into Parent records


#NAME?

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2 Comments

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2 Comments

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

STATUS DETAILS
Declined

System view creation that requires user input.


#NAME?

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1 Comments

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1 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Under Review

Issue with the Quotes created in CRM Online


There is a problem while creating a Quote in CRM Online.

The created is usable till the time it is in draft (which is valid and acceptable)

Once the Quote is saved and activated it is in the closed and read only mode.

If now the quote is revised there is a duplicate of the...

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0 Comments

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0 Comments

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

STATUS DETAILS
Declined

Notes issue from Lead to Contact, Opportunity or Account


#NAME?

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0 Comments

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0 Comments

Category: General (1841)

STATUS DETAILS
Declined

We should allow default CRM Online reports to be imported with minor changes


--The CRM Online organization allows report download and they are downloaded in SQL format.
--Now when the same report is imported or uploaded in the same CRM online organmization there is an error.
--The compatability issues is there as the format remain

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0 Comments

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0 Comments

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

STATUS DETAILS
Declined

Making Fields Mandatory on Lead Form


+User have removed a field and the sub-grid as it was not required on the Lead form in his CRM Online.
+After the changes were made effective by publishing the customization the fields were not there on the form.
+Now the user was facing problem while qua

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1 Comments

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1 Comments

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

STATUS DETAILS
Declined
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