Moving to this has caused our production to decrease and not increase because we can not drag and drop. This is essential to be added. Thanks, Natalie 262 513 5221

I have a row in a Record View layout with a field on the left side that is visible or not based on a formula. There is a (filler) on the right side. When the field is not visible, I want the whole row to disappear so as not to have unwanted white-space in the screen. If the field is set to span the whole row, this creates the behavior of the whole row disappearing but we don't want the field to be that wide. It would be good to have a different...

Hello Sugar from Cortech Developments! Our users love using dashboards and have many uses for them. We have now come to a point where we have so many that it is hard to navigate through the drop-down menu to select ones to view. Are there any plans to introduce some functionality whereby users can organise/categorise the dashboards they have access to? Although I am an Admin User and see all/most dashboards, our sales team have a number of...

Can you please prioritize some improvements to the Process Management window?! It is becoming a very time-consuming and tedious task when multiple in-progress processes need to be cancelled due to a process redesign. To make this easier, we need: - the ability to filter process records in the same way as other modules. For example, I need to find all process with Status = "In Progress" and record-name = "Xyz". - the ability to bulk select and...

We want to have fields in modules that are populated automatically based on the current user's team membership(s). This needs to happen as the screen opens. These fields may be of any type but I'm particularly interested in dropdowns. These fields may also be read-only where needed. The content of other dropdowns can then be populated based on the parent dropdown that has been pre-populated.

Hello, we would like to suggest an enhancement on Layout > Record View Currently, the data field available when editing the Record View toolbox where the list of data field you can drag-n-drop are available. It only shows Data Field Name and doesn't include Data Field Label. Hence, if you have two data field like DATA FIELD LABEL DATA FIELD NAME buyer_name_first First Name applicant_name_first First Name...

I want to have a report of all modified dates Not in last 30 days or last 7 days. We can do "before" and select a hard date, but we would like it to be a rolling date. For example a report and dashlet of all Opportunities NOT modified in the last 30 days so that we can make sure they are followed up on.

I have created reports that interrogate the quality of our data and set up schedules to run and email these reports to me. I only want to receive this email when at least one row is included in the report. This then becomes an effective means for notifications of certain conditions.

In addition to the remark of the archiving status in the email itself, we suggest highlighting the already archived mails in color in Outlook. It helps users to get an overview at a glance - this logic is also previously known from Outlook Plugin.

I think it would be highly appreciated if there was an import functionality for updating and adding values to a dropdown field. Sometimes there's many values that should be added or updated and this takes a lot of time to do as it is now. It would be great to have the opportunity to upload a file with two columns (item name and display label).