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Vote 2300  points

Joanna Iturbe

Ability to Schedule a Report/Dashboard to Run Every X Days/Weeks/Months

Under Point Threshold

Currently, we have the option to schedule a report or dashboard to run and be emailed to users/groups every day, week or month; however, there's no ability to schedule a report to run every X days/weeks/months.  For example, if you want a report to be run every quarter, there's no option to make it run every third month. Being in Higher Ed, we often have the need to run a report every semester. Currently, when you select daily, weekly or monthly, it gives you the option to select:…

22 days ago · 5 comments

Vote 2210  points

Anthony Foster

Link / Merge Community Profiles

Under Point Threshold

I have two community profiles and no way to link or merge them after a recent job change. It would be great if there was a way to consolidate community profiles, similar to LinkedIn's "Previous Experience" section. This would enable members to "stay current" and monitor previous community interactions.

4 years ago · 16 comments

Vote 2690  points

James Wellington

All show all records in lookup search

Under PM Review

We still want the ability to show all records in a lookup window, enhanced lookups are nice but this didn't solve our problem. If performance is the issue then only allow this if using lookup filters. This is a serious limitation that has been voted on time and again. Unfornately the ideas have been merged with "Search More Fields in Enhanced Lookups" and never the show all records problem.

1 year ago · 56 comments

Vote 15000  points

Ryan Thomas

Personal Tags in Lists or Reports

Not Planned

We would like to have the ability to export a list in personal tags. Example: I'm tagging all the contacts that I want to send a personal invite to a reception in the fall all through the year. When it comes time to send that invitation, it's done by Marketing but they want the list from me. I can't run a report on tags or export out the view. That feature would great enhance the use of tags in our organization.

7 years ago · 94 comments

Vote 79380  points

Ian Malone

Allow more than 3 columns in dashboards

Under Consideration

widescreen monitors at 1650x1050 resolutions could probably fit 5-6 columns of dashboard components, why limit it to 3?? expand option to up to 6 columns

8 years ago · 222 comments

Vote 590  points

Telnext CRM

Visualforce pages, Apex class etc.. into folder

Under Point Threshold

During development, I would like to be able to organize visualforce pages, Apex classes, triggers etc.. into folder (or using something like a tag that allow me to arrange  my development)- This allow me to have a better organization of my development, also during deployment fom sandboxes to production.

4 years ago · 7 comments

Vote 2440  points

Michael Smith

Keep Independent

Under Point Threshold

As the rumors of a takeover or sale of our beloved fly, I look back on the almost 15 years that I've been working on their platform. Back in late 2000, the idea of a cloud-based business application was very a-typical. Even ensuring that all of our sales consultants had Internet access, either at their homes or while on the road, was a serious challenge. Nearly 15 years later, the business application landscape has completely shifted, due in no small part to the brilliant…

25 days ago · 7 comments

Vote 8150  points

Brad Voss

Bulkify Process Builder

Product Team Review

It appears that the new Lightining Process Builder (Beta) is running on the trigger flow engine, which has some bulk limitations. The Process Builder is great because it allows admins to easily build a process that would noramally have to be written in Apex. For example, the cross object limits do not apply to the Process Builder, so an admin can traverse as many relationships to look up values as well as update and create records.  The problem that I have found is that each one of these…

5 months ago · 107 comments

Vote 230  points

Brian Roff view a full list of scheduled maintenance across instances

Under Point Threshold

On the old, we used to be able to click on the System Status->Schedule Maintenance menu and see a full list of scheduled maintenance, across all instances.  The new is very nice, but this feature is sorely missed!  Especially among partners, consultants, and those with multiple org access, drilling down to see maintenance schedules by instance, is quite time-consuming.

8 days ago · 2 comments

Vote 29520  points

AEI Admin

Related List Sorting - More than one choice

Under Consideration

Currently related lists can only be sorted by one field. This should be increased to more options to allow sorting levels. I'd suggest 3-5 different field selections, each being able to select Ascending or Descending.

7 years ago · 170 comments

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