A wishlist... any ideas??

I have some things that I would like CRM to do. Does anyone have any ideas
as to how they can be achieved?


1: When I add a filter to a report, there seems to be no way of saving that
filter so each time I go in, I have to reenter the fields and values. Is
there a way of saving this?

2: Can default share permissions be attached to records depending on who
created them? For example, user "A" creates a record and automatically users
"B" & "C" can share it. If "B" creates a record, only "C" has a share. Is it
possible to also have a generic default for shares if this is not possible?

3: When looking at an accounts or contacts list (ie not actually opened a
record), is it possible to have a right mouse click to go straight to an
activity for a record rather than opening it (one click only).

Many Thanks,
Lindsay Barrass

John
Tue Jun 08 16:01:29 CDT 2004

2 - No you can define a feature like this. CRM data has to be shared
manually. Even if 3 people are members of a team there is no autoshare
feature (although it would be a great feature to say that if i create a new
crm object it is shared will all members of any teams i am a member if and
given read access

3 - only with customization ie build it yourself. You would need to modify
the underlying source code which may work but will mean you are no longer
supported by microsoft.

"Lindsay" <do_not_email_me@i_hate_spam.com> wrote in message
news:utHBYFFTEHA.556@tk2msftngp13.phx.gbl...
> I have some things that I would like CRM to do. Does anyone have any ideas
> as to how they can be achieved?
>
>
> 1: When I add a filter to a report, there seems to be no way of saving
that
> filter so each time I go in, I have to reenter the fields and values. Is
> there a way of saving this?
>
> 2: Can default share permissions be attached to records depending on who
> created them? For example, user "A" creates a record and automatically
users
> "B" & "C" can share it. If "B" creates a record, only "C" has a share. Is
it
> possible to also have a generic default for shares if this is not
possible?
>
> 3: When looking at an accounts or contacts list (ie not actually opened a
> record), is it possible to have a right mouse click to go straight to an
> activity for a record rather than opening it (one click only).
>
> Many Thanks,
> Lindsay Barrass
>
>