Public Profile
  • Design Limitation Date Field missing in quick form of Phone Call Activity in Accounts/Contacts.

    Telemarketers find it simpler to create/schedule Phone Calls from inside the Accounts/Contacts. They want Date field in the "Add Phone Call" portion of Activities section in Accounts/Contacts. This was available in the CRM 2011 classic forms. It is also present in "Add Task" portion of Activities section in Accounts/Contacts but absent in the "Add Phone Call".

    This limitation has been present in the Polaris form of CRM 2011 as well as the CRM 2013 forms of Accounts/Contacts.

    Right now it takes a lot of additional clicks and time to schedule a phonecall activity from Activities whereas it should be available to be scheduled from within the Account/Contact.

  • Missing delete option in custom subgrids of Opportunity Product in Opportunity form.

    The delete option is missing in custom subgrids of Opportunity Product in Opportunity form. It works only in the Inline view subgrid.

    Repro:
    Open any Opportunity > Click on the elipses (...) > Click on Form to customize it > scroll down to the Opportunity Products subgrid and doubleclick it to open the properties > Click on New and create new view > Click on Save and close > Select the view in the properties dropdown > Click Set > Click On Publish > Click on Save and Close.
    Behaviour: The new form does not have the delete button to delete the products in the subgrid.
    Expected Behaviour: The new form should have the delete button to delete the products in the subgrid.