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+3

Grid Folder view for parent and child records

Michael Cai 6 years ago 0

It would be great to convert a grid view of records with child and parent relationships to a folder view.

+3

Add email attachment with drag and drop

jerome becu 6 years ago updated 6 years ago 2

I saw PCF for the note attachment but a good idea could be the same for email attachment files.

+3

Autocomplete

Wally Trester 6 years ago 0

An autocomplete that can be configured to any entity text attribute.  All existing force an optionset or predefined list.

+3

Subgrid - Drag & Drop Lines

Serf 6 years ago 0

Hi,

I imagine a subgrid where you can drag & drop the related records. 

The drag & drop should update a field of the type number in the background of the related elements.

Use Case: Sales People can easily reorder their line items in Quotes. The sequencenumber would change in the background.

Thanks for your input to my idea!

+3

File Picker - Document Lookup

Serf 6 years ago updated 6 years ago 1

Hi,


I imagine a File Picker where people add a file they want to upload from their PC.

(Maybe even Drag & Drop?)

The added file should be stored in the SharePoint AND/OR Notes. 

Also maybe a custom entity  "Document" could make sense.

Thanks for you input to my idea!

+3

Set a lookup field search automatically as a wildcard search

michaelcai282 6 years ago 0

It would be great for the lookup search to automatically default to a wildcard search instead of a user needing to put an * before the search term.

+3

Task-Board

Andreas 6 years ago 0

a Taskboard would be nice to show CRM Tasks based on Priority/ScheduledEnd, etc. instead of a plain list (or editable grid with grouping) 
(maybe with an optional Kanban filter based on statuscode)

+3

copy text button

Tom Carrisi 6 years ago updated by Chintan Dave 6 years ago 2

simple copy text button - really useful for read only fields where certain browsers don't allow the text to be copied on read only fields (firefox). example Case ID

+3

Editable subgrid where we can upload attachments on one click as well as continue editing the data in the row.

Diksha 7 years ago 0

The uploaded attachments can go inside notes on save automatically. Preview of image will be available on the same grid (for more attachments show counts instead)

+2

Replace gantt bar functionality lost with Project Online's retirement

Dave Howe 4 months ago updated by anonymous 2 months ago 0

Project Online is being retired in September 2026.  The alternative Project Portfolio Management solution is a model driven app.  However, there is no viable alternative with a model driven app to replace the functionality we are losing when it comes to the Gantt bar customization options. In Project Online's Project Center, we are able to view all projects in a customizable table to show any project level fields we choose on the left and customizable Gantt bars on the right. The Gantt bars for each project can represent any custom start/finish fields we choose, can be represented as a top bar, middle bar, bottom bar, top line, middle line, bottom line, etc. and multiple custom start/finish fields for a given project can be combined into one Gantt bar.  For example, the start/finish can be a bottom bar while the baseline start/finish can a top bar.   

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