Showing the Business Process Flow Stage in the all records view

One interesting aspect requested recently was the ability for a user to quickly see, when looking at an all record view the stage a record is at in the business process flow. That would make it easier for users to not only see quickly where their records are, but also have the ability to filter... Continue Reading →

Un-share views on demand

This post is intentional left at a very high level, as a potential solution description. One interesting scenario we have encountered in a CRM involves the potential large number of shared views a user has to handle. NOTE: This deals only with views shared by a user, to another user. Sharing to teams should not... Continue Reading →

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