Tip #1353: Rename entity form

Blank greeting card inviting person to write their name in

Remember our entity creation guide? Surprisingly it did withstand the test of time. But I’d like to make a small addition. When you done creating the fields, do yourself a favor and rename the main and quick create forms. Don’t care what the new name is as long as it’s NOT Information. Why? Because when […]

Tip #1332: Open forms as a dialogs in model-driven apps

Child reading a pop up book

Today’s tip comes from Eric Regnier. You can send your tips to jar@crmtipoftheday.com. One of the small but awesome new features in 2020 Wave 1 are the modal dialogs. In many implementations, common feedback we hear from customers is around UX with too many clicks or navigation between screens. With this new feature, it enhances […]

Tip #1323: Kill the case customer field

The “Customer” field on cases is a bad idea, and you can’t change it to not-required. I just want to add a lookup to accounts and automatically populate the customer field. Anonymous reader “Meve Stordue” You can’t make the customer field non-required, but it is possible to replace it with an account lookup and automatically […]

Tip #1298: Quickest way to filter views and forms in an app

Two hands holding a variety of colorful vegetables

Today’s tip from Linda Connolly – thanks! You can send your tip to jar@crmtipoftheday.com too! I spotted this one when doing some work earlier in the week.  If you’re building a business unit specific solution for a customer and want to quickly and easily only show them the views/forms designed for them, add the Site […]

Tip #1249: Talk back from canvas to model-driven

Silhouette of two people sitting on the chairs near a tree at the sunset

Until now, embedded canvas apps were a mere eye candy. But with just announced new capabilities you can now talk back to the form. Kind of. More “bark orders” than “talk” but this is awesome start! Embedded canvas apps now provide the ability to perform actions to navigate, refresh and save the host form. With […]