Search / 52 posts tagged sales force automation
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Put a Link Back to Report Folder at the Top of the Report Page
http://ideas.salesforce.com/ article/ show/ 10094122/ Put_a_Link_Back_to_Report_…Put a Link Back to Report Folder at the Top of the Report Page When you run a report, it would be nice to have a link back to the last Report Folder that you selected, so you can run another report from the Folder. Same concept as the "Back to List" link.
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Territory Management: Add an "Add As Active Member" link beside user on the Territory page
http://ideas.salesforce.com/ article/ show/ 10094117/ Territory_Management_Add_a…Territory Management: Add an "Add As Active Member" link beside user on the Territory page With Territory Management enabled, the process of adding a user as an "active" member to a Territory is very cumbersome, especially with a large org.
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Mass Mail Merge - Accounts View
http://ideas.salesforce.com/ article/ show/ 10077805/ Mass_Mail_Merge__Accounts_…Mass Mail Merge - Accounts View Trying to create a Mass Mail Merge from an Accounts View list. I am unable to include a Contact Name in a mail merge. My logical steps in this process would be to identify the Accounts I wish to mail merge and then identify an individual to mass mail to.
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Set Time Frame at the Dashboard Level
http://ideas.salesforce.com/ article/ show/ 10093901/ Set_Time_Frame_at_the_Dash…Set Time Frame at the Dashboard Level I think that it would be a great idea to be able to set the Time Frame at the dashboard level, provided that all of the reports contained within the dashboard are all using the same Interval. This would eliminate the need for multiple reports for multiple dashboards.
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New Fujitsu Lifebook U820 offers GPS and the N7010 Dual LCD Display
http://www.desinformado.com/ index.php/ 2008/ 11/ 04/ new-fujitsu-lifebook-u820-…Fujitsu today announced notebook innovations that satisfy consumer and corporate demand for greater mobility and usability. The 1.32 pound LifeBook(R) U820 convertible mini notebook, the first mini notebook combining full-featured Windows(R) PC functionality with integrated Garmin Mobile(R) PC
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Attach file to opportunity when sending e-mail from Salesforce
http://ideas.salesforce.com/ article/ show/ 10093767/ Attach_file_to_opportunity…Attach file to opportunity when sending e-mail from Salesforce We want our sales reps to save quotes and agreements in SF and we want them also to send them from SF to be able to use templates. Today they must upload the file to the e-mail and once again upload the file the opportunity and that's not effectively.
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Drag & Drop Report Columns
http://ideas.salesforce.com/ article/ show/ 10093336/ Drag__Drop_Report_ColumnsDrag & Drop Report Columns It would be great to be able to drag & drop report columns instead of always having to go into Customize; reorder the columns; regenerate the report.
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Open Attachments using their Real Name
http://ideas.salesforce.com/ article/ show/ 10093628/ Open_Attachments_using_the…When you view a PDF attachment in Salesforce, it opens it with a name called Servlet. If you then want to save a copy of the attachment to your computer, you have to retype the original name of the attachment (or cut and past it in).
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Roll-up summary field - activities on opportunities
http://ideas.salesforce.com/ article/ show/ 10093603/ Rollup_summary_field__acti…Roll-up summary field - activities on opportunities We would very much like to be able to do a count of the # activities involved in our opportunities, and store this on the opportunity record as a rollup field.
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Roll-up summary field - contacts on account
http://ideas.salesforce.com/ article/ show/ 10093570/ Rollup_summary_field__cont…Roll-up summary field - contacts on account Currently there is a limitation to the system - no way to see how many accounts you have WITHOUT contacts. No exception reporting. We have tried to build something with no results...
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