Two Quick items

Hello all-


1) I believe we’ve done it before, but I’m having a senior moment and can’t remember the process; adding/removing fields for any default page/list display. In other words, if I go to purchase orders I see the six or seven ‘stock’ columns… and rather than doing a custom report and calling it up each time, just changing the default columns that appear. Am I making sense? I believe we did this for our timesheets view some time ago…

2) Can we add notifications to additional items / system events?  Say a user creates an ‘opportunity’ that is assigned to someone. If anyone comments on that opportunity then the person it’s assigned to gets the comment in a message, not dissimilar to a forum comment thread.

Thanks for everything!

t



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Tim,

Replies below:

Hello all-

1) I believe we've done it before, but I'm having a senior moment and can't remember the process; adding/removing fields for any default page/list display. In other words, if I go to purchase orders I see the six or seven 'stock' columns.. and rather than doing a custom report and calling it up each time, just changing the default columns that appear. Am I making sense? I believe we did this for our timesheets view some time ago..

1. Setup > Customize Form View > [select Purchase Order]
2. In the Field table, edit the row you want to add / remove from the List View.
3. Check / Uncheck "In List View"

2) Can we add notifications to additional items / system events?  Say a user creates an 'opportunity' that is assigned to someone. If anyone comments on that opportunity then the person it’s assigned to gets the comment in a message, not dissimilar to a forum comment thread.

Something like a "Follow" feature (like Twitter). If you follow a transaction, you get updates whenever it is changed / commented .. Had built a prototype but never got to release it. WIll put on our "Feature Wall" :)

Thanks for everything!

t



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Ahhh... LIST view. Thank you! I'll slap a post-it on my monitor so I don't ask the same question twice.

Appreciate your adding it to the feature wall; like any other refinements, I know you'll get to it when time permits.

Thanks again, Rushabh.

t




On Wed, Feb 27, 2013 at 9:18 PM, Rushabh Mehta <rm...@gmail.com> wrote:
Tim,

Replies below:


Hello all-

1) I believe we've done it before, but I'm having a senior moment and can't remember the process; adding/removing fields for any default page/list display. In other words, if I go to purchase orders I see the six or seven 'stock' columns… and rather than doing a custom report and calling it up each time, just changing the default columns that appear. Am I making sense? I believe we did this for our timesheets view some time ago…


1. Setup > Customize Form View > [select Purchase Order]
2. In the Field table, edit the row you want to add / remove from the List View.
3. Check / Uncheck "In List View"


2) Can we add notifications to additional items / system events? Say a user creates an 'opportunity' that is assigned to someone. If anyone comments on that opportunity then the person it’s assigned to gets the comment in a message, not dissimilar to a forum comment thread.


Something like a "Follow" feature (like Twitter). If you follow a transaction, you get updates whenever it is changed / commented .. Had built a prototype but never got to release it. WIll put on our "Feature Wall" :)


Thanks for everything!

t



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http://dilbert.com/strips/comic/2013-02-01/

LOL :)



On 28-Feb-2013, at 10:52 AM, Timothy Baker <ba...@gmail.com> wrote:

Ahhh... LIST view. Thank you! I'll slap a post-it on my monitor so I don't ask the same question twice.

Appreciate your adding it to the feature wall; like any other refinements, I know you'll get to it when time permits.  

Thanks again, Rushabh.

t




On Wed, Feb 27, 2013 at 9:18 PM, Rushabh Mehta <rm...@gmail.com> wrote:
Tim,

Replies below:


Hello all-

1) I believe we’ve done it before, but I’m having a senior moment and can’t remember the process; adding/removing fields for any default page/list display. In other words, if I go to purchase orders I see the six or seven ‘stock’ columns… and rather than doing a custom report and calling it up each time, just changing the default columns that appear. Am I making sense? I believe we did this for our timesheets view some time ago…


1. Setup > Customize Form View > [select Purchase Order]
2. In the Field table, edit the row you want to add / remove from the List View.
3. Check / Uncheck "In List View"


2) Can we add notifications to additional items / system events?  Say a user creates an ‘opportunity’ that is assigned to someone. If anyone comments on that opportunity then the person it’s assigned to gets the comment in a message, not dissimilar to a forum comment thread.


Something like a "Follow" feature (like Twitter). If you follow a transaction, you get updates whenever it is changed / commented .. Had built a prototype but never got to release it. WIll put on our "Feature Wall" :)


Thanks for everything!

t



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Nice.. even an old English major can understand that math :)


On Wed, Feb 27, 2013 at 10:04 PM, Rushabh Mehta <rm...@gmail.com> wrote:
http://dilbert.com/strips/comic/2013-02-01/


LOL :slight_smile:




On 28-Feb-2013, at 10:52 AM, Timothy Baker <ba…@gmail.com> wrote:

Ahhh… LIST view. Thank you! I'll slap a post-it on my monitor so I don't ask the same question twice.


Appreciate your adding it to the feature wall; like any other refinements, I know you'll get to it when time permits.


Thanks again, Rushabh.

t




On Wed, Feb 27, 2013 at 9:18 PM, Rushabh Mehta <rm...@gmail.com> wrote:
Tim,

Replies below:


Hello all-

1) I believe we've done it before, but I'm having a senior moment and can't remember the process; adding/removing fields for any default page/list display. In other words, if I go to purchase orders I see the six or seven 'stock' columns… and rather than doing a custom report and calling it up each time, just changing the default columns that appear. Am I making sense? I believe we did this for our timesheets view some time ago…


1. Setup > Customize Form View > [select Purchase Order]
2. In the Field table, edit the row you want to add / remove from the List View.
3. Check / Uncheck "In List View"


2) Can we add notifications to additional items / system events? Say a user creates an 'opportunity' that is assigned to someone. If anyone comments on that opportunity then the person it’s assigned to gets the comment in a message, not dissimilar to a forum comment thread.


Something like a "Follow" feature (like Twitter). If you follow a transaction, you get updates whenever it is changed / commented .. Had built a prototype but never got to release it. WIll put on our "Feature Wall" :)


Thanks for everything!

t



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