User Profile

CRM- Workflow Editor : OR Condition


When building a workflow and using a condition for a branch, any and all condition terms included are by definition treated as part of a boolean AND operator.
In the UI for advanced find, and in report filters, and customised views, it is possible to choose which terms to group and wrap t...

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3 Comments

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3 Comments

Category: Plug-ins, Workflow, and Web Services (0)

STATUS DETAILS
Completed

Provide useful "tooltips" on rollover/mouseover of form labels and/or allow supported customisation of them


When fields are added to a form, it is sometimes useful to abbreviate labels so they take less space, especially to remove parts of field names which are redundant in the context of well designed and labelled forms, tabs and sections.

eg in a section labelled "telephone numbers" the fie...

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19 Comments

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19 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Completed

Improve default layout of Team form by changing label width


The default form used for creating, viewing and editing Team records has lots of unnecessary space and the fields are very cramped.
Administrator, Business Unit and Default Queue are often unreadable due to lack of space.
For some reason, the labels for the two sections on this form are ...

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Completed

Form editor displays fields incorrectly after applying UR12


Using CRM Online with UR 12, with and without new style forms enabled.
When editing a "classic" form, the form editor displays fields and layout incorrectly in at least two different (but similar) ways:

A field is added to a two-column section. The field is formatted to span two colu...

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Completed

Incorrect display order of option set field by underlying value rather than order as configured for the field (BUG)


In all previous versions since at least 4.0, an option set field is made up of multiple items, each of which has a value and a label, and this list of items can be "shuffled" into any arbitrary order or sorted alphabetically for example.
The configured order of the items is then used to ...

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2 Comments

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2 Comments

Category: Customization and Solutions (2)

STATUS DETAILS
Completed