PowerOneView
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Allow option to add Activities/Notes to current record
The current functionality for adding new Activity or Note records in PowerOneView only allows you to add and associate those Activity/Note records to the related record that is selected in the list view of PowerOneView rather than to the record that's currently opened.
This behavior is contrary to the functionality that users are accustomed to when adding Activities/Notes via the Social Pane/Timeline or via subgrid. It would be nice if either a) the add Activity/Note behavior in PowerOneView was changed to match the behavior we already see when using the Social Pane/Timeline or subgrids or b) the user is given…
2 votes -
Need to hide Case in view(PowerOneView) and Change default date range
Client requirements for all users. PowerOneView is being used on the Account form.
- Need to hide Case in view (uncheck box by default is fine -- don't need to actually make the Case option disappear)
- In date range, we need to change the default from 6 months to All
1 vote -
Allow Activity creation to happen in same window rather than new window
When we try to create any activity record in Power One View, it opens up in a separate window, instead of same window. It isn't an ideal UCI behavior.
Please look into this issue and let us know if it is possible to change this behavior to open in the same window.
1 vote -
Allow to sort by Date
It would be nice to be able to change the default sort to Date or other columns.
1 voteI'm not sure if I understand correctly what your Idea is.
If you hover the mouse over top of any of the columns an arrow will appear indicating sort of the columns.
By clicking on the top of each column you can change the sort of each column including the date column.
If this does not meet the requested idea requirements please, provide further details.
Thank you and kind regards,
David Almeida
-UX Team
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