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Votes
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CRM - Workflow email to come from user clicking the progress
When you choose email as workflow action, allow the email to come from whatever user clicked the workflow rule. In 7.0 you have to specify a hardcoded value for the From ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
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CRM - Data Upload - Truncate characters if longer than target
With a data upload it would be nice if you could check a box that says "truncate source fileds longer than target field". This would auto truncate the length if it goes ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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