Let me choose where to save emails. It is more convenient to have everything on the notes tab. Things get missed when the emails are on the interactions page.

Now that the phone calls get logged under interactions we are not able to print notes pertaining to individual phone calls as we used to when they were logged under our notes tab. This is a very important feature as currently we get compliance screening daily and we have to be able to attach individual client trade notes pertaining to specific conversations. PLEASE EITHER MAKE INTERACTIONS ABLE TO BE PRINTED OR MOVE THE PHONE CALL NOTES BACK TO THE NOTES TAB URGENTLY!!!!

The "History" tab on entries was extremely helpful to me. When other people made changes to entries, I could see who made the change, when it happened, etc. I was able to make sure I didn't miss details, and that they were instead added after I first viewed the entry (sample request). Without this, I won't be able to see if any edits were made, and I will definitely miss alterations made to sample requests, resulting in mistakes. Please bring the history tab back!!

Can you add an "exclamation mark" button (pin-to-top) in the interactions tab?

A client today realised that the new release has changed where emails go, so I was going to point them at the release documentation, until trying it myself I realised that only the very latest one is there (regarding Word integration), with no ability to look back at what else had been released. It would be great if there was say the last 5 release notices there available to look at

Please add a Status filter into the Outlook add-in Opportunities search. At the current time, the automatic search (first window) lists In Progress opportunities only (if any), and the manual search lists all status opportunities only. We would like to be able to filter the manual search to a particular status, e.g. In Progress, or Won, etc.

Similar to the Status filter that now exists in the Outlook add-in Cases search.

Can we have a setting that allows us to choose our own default search field to be used when searching for entries to save Outlook emails to? Our specific example is when we are saving to cases. Often we must click "Search cases", and the "Search for" field always defaults to "Last Name". Can we have a setting somewhere that allows us to choose a different default "Search for" field? We would choose "Case Number". This small change would reduce our clicks and save us a lot of time, cumulatively.

Right now:
"Any formula that supplies an invalid date to the Date function will result in a blank value. For example, the function “Date (2012, 4, 31)” is invalid since the month of April does not have 31 days. If this function is part of a larger compound expression, the entire expression will evaluate to blank."

Adding a IsBlankDate() predicate function would go a long way to allowing formula UDFs to track blank date fields and respond accordingly.

I would like a note or workspace that stays visible beside each contact name so that I can have my on going work visable.
For example - you want to keep a list of your next steps for a client or remember something very important going on with them... I would like this as a unlimited character workspace that is always visible so I don't have dig through the notes.

There are too many clicks now when logging a call. If you want to log that you made a call and left a message it has gone from 2 clicks to 7!

Even the recording of call that you connect on adds clicks to start the timer - when this used to be on by default

I’ve got a notification alert setup for when I’m assigned as Account Manager on an address book record, but with any global edit to that field I’m bombarded with notifications and have to clear them one-by-one to reclaim the rightmost 1/5th of my screen.

Request: When there are more than one notification toasts displayed to the user, include a button to "Clear All"

Please make email address, weblinks clickable from the column. We are now including Dropbox links in our opportunities that direct users to where all the pictures are stored for a particular project.

This would allow us to have a column setup that we use when viewing opportunities from the address book that would include these links for easier access instead of having to jump back and forth among opportunities

If you delete a task or appointment it automatically deletes the related record but when you log a call and realize it was recorded against the wrong record you can delete the note that was logged but it does not delete the related interaction record.

Interactions when used in Customer Service Cases or Opportunities (Accounts) should generate an email notice to monitors of the case, just as Notes does. Otherwise it does not have any value over notes.

Default entries are a powerful way of improving data quality. It would be great to have the option to set defaults for Lead entries

Most decent web sites work in dark mode.

your developers might install

Dark Mode for Chrome
Offered by: Dark Them

and do some testing.

Can you add a new setting in the Administrator > Customer Service > Notifications screen, for, "Notify the associated Address Book entry when the case is resolved". We have a similar setting for when a case is created. But at the moment, customers that want to use this setting when a case is resolved must ask their users to remember to tick this option every time they resolve a case. This is very hit and miss, and is to the detriment of the user experience for these customers.