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  1. Automated generation of "Deal Flow" record from "Business" record

    We are spending a lot of time first making a business record and then a subordinated deal flow record. So we suggest that the contents of a parent "Business Record" can be copied (as much as possible) into its child "Deal Flow" of 'Prospect company' deal type at the press of a button. This makes sense in 70-80% of our entries. This tedious work has forced us into batch mode operations where we collect the entries and bite the bullit to get all the clicking and retyping work over with.

    1 vote
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  2. Updating list of values when an incorrect value is picked in a rule based dependant field

    if a user choses an incorrect value, they need to select blank to get back to the original list, if this field is the third in a line of rule based dependant fields, the fields above also need to return to blank to get complete list, is there a simpler way to do this as users don't always select blank for each field so data ends up inconsistent

    10 votes
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  3. Workflow--support reminders when an item is past due or coming up

    In workflow--allow administrator to set up reminder notifications for WF activities that are overdue (not marked done when due date has passed). Currently can display this using Saved views but would be nice to send alerts/actions to escalate. Also would like the ability to have process triggered when a specific date is in range (Create activty/email when a renewal date is within 1 month as an example)

    6 votes
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