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Cannot edit search synonyms and unable to add to window in customiser

When we launched 365 (desktop) everyone was really excited by the search synonyms, it was one good example of how the 365 search was way better than in v6. But, in Web UI there is nowhere to edit synonyms. If you add some in the database they work...
Andrew Ardron over 6 years ago in  0

Reports in Documents

I think we should support reports in documents, as tables in the Web UI.
Guest over 6 years ago in  0

If you have a lot of type options when creating a problem there is no scroll bar so you cannot complete the creation

See my loom: https://www.useloom.com/share/ece82699645a4388be9e988105a494d9
Guest over 6 years ago in  0

"Created By" should be available on all records

This is particularly frustrating when individuals log tickets which go straight into a pool. If no notes are added when the ticket is created, there is no way of seeing who created the ticket, as it does not appear in the activity, nor does it app...
Guest over 6 years ago in  0

On Hold Options for pipelines

Most pipelines, both Opportunity and problem will need some sort of onhold stage that leaves the pipeline where it is, but that doesn't count as a closed stage
Guest over 6 years ago in  1 Already exists

Make migration easier by having the default pipeline option at problem/lead sub-type levels

When starting from scratch you can probably plan your top-level lead and problem types around the idea of top-level types matching up with pipelines. However, pretty much all our migration customers are going to want a default pipeline to be set b...
Guest over 6 years ago in  0

Change add to basket buttons so they can't be clicked multiple times

we are being asked quite often to add javascript so the add to basket and other buttons disable themselves after they get clicked so customers do not press them twice and add items to their basket twice. There must be something we can do to make t...
Guest over 6 years ago in  0

Some drop downs, don't allow typing to do a select, it's better when they do

https://www.useloom.com/share/c64e980bcc884dcc889b629e855f4c15 On the recall window (whether there is a value in the recall user field or not, starting to type a name does a select, (although this video doesn't display the drop down - it was ther...
Stuart McLaren over 6 years ago in  0

Clearbit feature to "update" contact details

I absolutely love the clearbit integration on record creation. So much so that we should really, really add it to existing contacts. i.e. its great that creating a new record gets all that data filled in, including social links. but, if i am a tel...
Andrew Ardron over 6 years ago in  0

Make more use of "Passed to Reseller" quote status

Passing quotes/leads to a reseller is a real thing in some stock aware customers. we should consider this scenario, what these companies really do and how the data should appear in the system. For instance grestec, airflow, and plenty of others mi...
Andrew Ardron over 6 years ago in  0