Public Profile
  • Email Activites being displayed in wrong order

    Within a case, there is the Notes/Activities/Post grid. This displays email activities in Modified date order. We have noticed that if you open an existing email, for example which was created and last modified several days in the past, and action a reply or forward, then the modified date of the original email gets updated to todays date. This means that when views activities in the grid, they are no longer in chronological order.
    Please advise what is being updated on the original email when the reply or forward is made and why and more importantly how we can stop this as it is affecting the accurate visibility of client interactions.

  • Emails with rich text formatting saved in CRM that have an attachment at the first line get saved as attachments

    Every email that is saved in CRM that has rich text formatting and has an attachment on the first line will get saved as attachments in CRM and not displayed as normal email activity.

    It is happening on every version of CRM.

  • Phone call activities

    A phone call is created within the activity panel including the description.
    The description is displayed after saving within the activity feed.
    This works 100% correct!

    If a phone call activity is created with the help of �+ Create� subject is required but no description.
    Even if Subject is typed in on the phone activity it is not shown within the activity feed.
    This is not correct!

    It is possible to type in subject and description within the �+ Create� phone call activity:
    Nevertheless on the activity panel on contact record no Subject is shown � but description is displayed:
    This seems not correct as subject should be always displayed.