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'My Watchlist' in Salesforce
I'd love to have some kind of bookmark-like functionality in Salesforce. The recent items list just doesn't do it for me. I sometimes need to keep an eye on a couple of Cases, a Lead, something I asked someone else to do through a task ... By the time I've done some work, they're all gone from my recent items list and I need to find one by one, it's easy to forget one.
I know you could create a task for every single one but if you're running dashboards these clutter up the amounts and thus the real value of the dashboard itself.
A little button such as an eye on top of every record would be perfect. And then a little eye somewhere on the homepage that takes me to my watchlist, any list style view would do.
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ttt 04/02/07 |
Wouldn't putting a tag on the record like tagging in del.icio.us or a content management system work? Is there really one class of thing you want to make a list to "keep you eye on" or a something tha tneed to be watched, some for next month, some that you want to look at after finishing the urgent ones? |
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LucBaart 04/03/07 |
It's somewhere in between tasks and bookmarks. Just a list of 'records' that require some attention, not action, for example a customer logged two Cases I want to track while it's being handled properly by another department. I hope that makes sense. |
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TomaszOczapowski 05/27/07 |
You can actually build it now using a custom object which could store Object URL, type and last update date. Simple s-control behind a custom button, "Add to Watchlist" on relevant page records should do the trick. Let me know if you want me to explore on it. |
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Scott_Jorgensen 07/09/07 |
I already use del.icio.us to do this... works great. |
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Kingsley 07/09/07 |
I use delicious to do this too. the new delicious toolbar for firefox has replaced my Firefox menu. |
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salesforceIUS 07/10/07 |
If it's software you may be interested in, you can take a look at SalesAlerts by InvisibleCRM: https://www.salesforce.com/appexchange/detail_overview.jsp?NavCode__c=&id=a03... |
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WrogWrog 07/17/07 |
Tomasz - I would like to explore the S-control option. I want a solution INSIDE salesforce. |
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nbog 07/31/07 |
Doh! I also posted a similar http://ideas.salesforce.com/article/show/66300 |
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nbog 08/06/07 |
Merged Idea
originally posted 04/26/07
Tag a case as a bookmark/favorite...
... in the App!
Tag a case, almost like a favorite Similar to the Recent Items list already in the App, but for cases you want to keep an eye on. Maybe you escalate a case and ownership changes but you still want to watch its progress. Instead of using browser bookmarks, create a replacement in the App Say for instance, a case comes through a Queue that you manage but maybe dont know how to handle- whether you dont know the solution, arent the right person for the request, regardless- but you are interested in learning how to deal with a similar request in the future. Tag this case as one you wish to stay in touch with. "Tack cases to your Corkboard in the App to provide ticker-like status updates!" |
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SrBlanco 08/06/07 |
Merged Comment
originally posted 06/14/07
Yes! We currently use a series of checkboxes and views to accomplish this and it is clumsy at best. Supervisors need to be able to keep an eye on certain cases and this would be perfect. I would add that there should be a way of automatically adding cases to your "corkboard" based on rules.
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nbog 08/06/07 |
Merged Comment
originally posted 07/31/07
Someone else has this idea, too.
See: http://ideas.salesforce.com/article/show/64952/My_Watchlist_in_Salesforce_ |
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Kingsley 08/06/07 |
Here's something else you may be interested in: Domain specific bookmarks, a firefox extension. It adds a toolbar that shows only the bookmarks that work on the current domain. |
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bsallade 09/12/07 |
I was just getting ready to create the same idea until I found this already posted. I imagined its implementation just as originally suggested here. It should be part of the software instead of having to use customization. |
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jeffd703 09/20/07 |
It looks like the Tagging feature in Winter 08 will address this. |
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SusanK 09/26/07 |
Changed status to Coming in Winter 08. |
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SusanK 09/26/07 |
With the introduction of Personal Tags in Winter 08, you will be able to create tags, apply them to records, and then view records grouped by tag or view all the tags on an individual record detail page. You could create your personal Watchlist by adding a "Watchlist" tag to all the records you want to keep an eye on. |
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LucBaart 10/08/07 |
It sure looks like it. Great stuff! |
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falkdal 12/12/07 |
Changed status to Delivered. |
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