Public Profile
  • Enable customization of the "Social Pane" Activities Command Bar/Sub-Ribbon

    When you want to add a different activity through the "..." overflow in the social pane, it will open a new screen with the activity while the task and phone call will open a new and fancy quick form within the social pane. This is inconsistent plus opening a new screen does not match the idea of CRM2013 where pop-ups are limited.

    Preferably, when you want to create an activity through the social pane, you want that all of these to open inside the social pane.

    This issue is related to other issues where the mention the inability to edit the quick create forms inside the social pane.

  • Quick Create: have activities quick create forms

    When you select the "+" in the top bar of CRM 2013, you can pick an entity you want to quick create. All of the entities that are there will open a quick add form in an overlay within the same screen. This is a fantastic added function. The only time this does not happen, is when you select an activity as this will open the form for this activity inside the window and replaces the screen you where in.

    One of the things you quickly want to create and have the overlay function, is an activity like task. Please consider adding the overlay quick create forms for activities as well as right now it is hard to explain also to customers why some entities will open the overlay and some do not.