Salesforce IdeaExchange
Show me Status of Task
I would so much like to see the Status of a Task when viewing the task list from the Home Tab. It is so irritating having to open the tasks to see if I'm "Waiting for someone else" if the task is "Pending" etc etc. Is this possible in future releases?
Cases in PRM
I would really like to see access to Cases in PRM. One of the major benefits to a Partner would be to have the ability to log cases with Tech Support directly from their PRM. There has got to be more benefits to a Partner than to get their leads and report pipeline - otherwise they will never log on and the PRM is loosing the attraction compared to the cost involved implementing this application.
Thanks
Annie
Case Comment Edit
The new feature of prohibitting edit rights of case comments with exception of profiles with "Modify All Data" previliges, is not a good feature. Can this be changed back to at least be editable by the case comments originator or the case owner?? It should be possible for users who make mistakes to correct these.
Clone a Field
When can we have the ability to clone fields. Pick list fields with 100 items are painful to duplicate for instance. Is there a time schedule for this?
Thanks
Annie
BACK TO THE TOP!
Is it only me or does anybody else find it extremly irritating that almost every screen layout takes you BACK TO THE TOP of the page every time you have performed anything?
In some extreme cases it even takes you back to the first page in a view after having scrolled through a number of layouts, click on an item and want to continue where you left off. Is it not possible to get SF to go back to where you were before the "click"??
Annie
Keep track of Ideas???
Is it only me or are there others who find it a bit strange that there isn't a link/button on this page where you can see the ideas you have posted and what the voting looks like?? Maybe there is a way and I just haven't found it yet... any suggestions?
Thanks
Annie
Additional cc field in TASK
Can we have the ability to add fields to Tasks such as and additional User Look Up for a CC assignment. It is so irritating that you can't get a reminder to your own task list when assigning an ugent task to someone else. Also, if I assign a task, for instance to an inside sales rep I would like the Record owner to be notified by either an email or a info. task.
In addition to this, I have asked for this before - Assignment of Tasks to Teams or Groups would be so helpful to tech support teams and inside sales teams.
Thanks
Annie
Automatic External Emails based on a Criteria
We need to be able to send automatic external emails based on criteria. For instance, when a case or an opportunity meets a criteria (like a date or change of status) an email should go to the contact automatically based on a rule and a template. It is so fustrating having to manually run mass emails on a daily basis to send reminders or customer sat. surveys. Surely we are not the only org. who would like to service our customers that way - let me hear from anybody else with this problem and how you solve it.
Thanks
Annie
Field Mapping
I would like the facility in the next release to map fields in other sections of SF than Accounts/Leads.
It must be possible to map a field in Cases for instance to be visual from Opportunities.
Annie
Picklists in Criterias
When choosing columns etc. from a picklist in views, reports etc. it would be very helpful if the column choices was listed alphabecially instead of running order. When there are 25+ column values it becomes very messy to find what you are looking for.
Annie
Emails Sync from Outlook
I would like to see attachments to emails in Outlook marked for sync with SF available from the activity history. It is a pain that we can't see the attachment when opening an activity in SF. Possible????
Annie
Calender Click & Move
Viewing the appointments Weekly or Monthly should enable a click and move/drop without having to open the event and change the date/time. Click and drop from one time or day to another would be very helpful.
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