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| Object | Feature | Details |
| Account | Creation | ok |
| Account | Edition | ok |
| Account | Change Owner | ok |
| Account | Corporate Group Account Hierarchy | Page not working completely (click to view, droplist not working) and not optimized for mobile |
| Account | Standard account hierarchy view | not supported |
| Account | Create a Prospect, and convert it to account | No convertion button (feature currently pending redesign) |
| Account | Manage your account team | add team member, add default team |
| Account | 360° Customer View | No Visit Report Preparation button (planned for Summer 17)OK |
| Account | Request a corporate group creation | ok |
| Account | Related accounts | Displays incorrectly, only displays first record if many (need functional redesign, not a priority) |
| Account | Customer Update Request | ok |
| Account | Sold & Pending Orders | not optimized for mobile display |
| Related objects (lists) | ||
| Account | GBU Customer Segmentation from Account | No new button |
| Account | Approval History | No Submit for Approval button (not a need) |
| Account | Account Plan association | Creation ok, view ok |
| Account | Account Team | Add Default Team ok, Add Team Member ok |
| Account | Account Updates & Convertions | View ok |
| Account | Activities | Creation ok from action bar, view ok |
| Account | Quote | No new button |
| Account | Cases (Ship-to) | No new case button but quick action to create New Sample Request and Customer Request |
| Account | Cases (Sold-to) | No new case button , New Sample button not working correctly (error message, layout) No new Customer Request buttonbut quick action to create New Sample Request and Customer Request |
| Account | Customer Request | Handled with Quick action |
| Account | Sample Request | Creation ok, view ok |
| Account | Competitive Insight | No new button (not a need) |
| Account | Contacts | Creation ok, view ok |
| Account | Involved Contacts | No new button (will be replaced by Contacts to Multiple Accounts) |
| Account | Cross BU Leads | No new button |
| Account | Opportunities | No new button |
| Account | Opportunity Involved Accounts | No new button |
| Account | Visit Reports | Creation ok, view ok |
| Account | Activity History | Log a call ok, Send Email ko |
| Account | Account History | No related list |
| Account | Notes & Attachments | No new button |
| Account | VOC | Creation ok, view ok, VOC Customer Action Plan button ok |
| Contact | Creation | duplicate management |
| Contact | Clone | ok |
| Contact | Change Owner | ok |
| Contact | Log a call | ok |
| Contact | Involved Accounts | not displayed |
| Related objects (lists) | ||
| Contact | Contact Product Relationships | Creation ok, view ok |
| Contact | Opportunities | No new button |
| Contact | Open Activities | No new Task, No new event |
| Contact | Visit Reports | Creation ok, view ok |
| Contact | Activity History | Log a call ok, Send Email ko |
| Contact | Notes & Attachments | No new button |
...
| Object | Feature | Details |
| Quote | Creation | ok |
| Quote | Edition | ok |
| Quote | Clone | ok |
| Quote | Change Owner | ok |
| Quote | Submit for Approval | ok |
| Quote | Generate PDF button | not available |
| Quote | Send Last Version button | not available |
| Quote | Generate Contract | not available |
| Quote | Create quote from opportunity | not available |
| Quote | Create quote from scratch | ok |
| Account | Quick create Quote from Account | not available |
| Related objects (lists) | ||
| Quote | Quote Line Items | Creation not supported yetNew Line Item button redirects to mobile browser No Mass Update button |
| Quote | Activity History | No Log a call button, No Send Email button |
| Quote | Notes & Attachments | No new button |
| Quote | Approval History | Approve / Reject ok No Recall button |
| Quote | Open Activities | No new Task, No new Event |
| Quote Line Item | Creation from QuoteNew | Line Item button redirects to mobile browserCreation not supported yet |
| Quote Line Item | Quote Line Item Edit | ok |
| Quote Line Item | Quote Line Item Clone | |
| Quote Line Item | Mass Clone | Not available |
| Related objects (lists) | ||
| Quote Line Item | Quote Line Item History | Not available |
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| Object | Feature | Details |
| Visit Report | Quick creation from Account/Contact | not available |
| Visit Report | Create Visit Report from scratch | ok |
| Visit Report | Send Visit report internally | ok |
| Visit Report | Send Visit report to Customer | ok |
| Visit Report | Report Wizard | not working |
| Related objects (lists) | ||
| Visit Report | Competitive Insights | No new button |
| Visit Report | Customer Contacts | Creation action redirects to mobile browser |
| Visit Report | Products | ok |
| Visit Report | Opportunity Links | New opportunity (classic layout opportunity recordtype selection) New Link Opportunity VisitReport ok |
| Visit Report | Visit Report Team | new Visit Report Team and Add Default Team redirects to mobile browser |
| Visit Report | Cross BU Leads | ok |
| Visit Report | Activity History | No Log a call button, no Send Email button |
| Visit Report | Open ActivitiesNo new Task button, no new Event button | Tasks & Events creation OK from action bar |
| Visit Report | Notes & Attachments | No new button |
| Account Plan | Account Plan Creation | ok |
| Account Plan | Edit Account Plan | ok |
| Account Plan | Clone Account Plan | still available on UAT |
| Account Plan | Change Owner Account Plan | ok |
| Account Plan | Account Plan Business Plan | Section not displayed -> no view/no edit |
| Related objects (lists) | ||
| Account Plan | Account Plan Associations | New Account Plan association ok no New multiple Account Plan Association button |
| Account Plan | Account Plan Milestones | Creation ok, view ok |
| Account Plan | Account Plan Teamnew Account Plan | Team redirects to mobile web browser Creation ok but redirects to a blank page D-2470 |
| Account Plan | Competitive Insights | No new button |
| Account Plan | Open Activities | No new Task, No new event |
| Account Plan | Opportunities | No new Opportunity button |
| Account Plan | Activity History | Log a call ko, Send Email ko |
| Account Plan | Notes & Attachments | No new button |
...
| Object | Feature | Details |
| Complaint | Creation | no New Complaint button on Case tab |
| Complaint | Edition | no edit button |
| Complaint | Chatter collaboration | no standard Chatter actions |
| Complaint | Change owner | no change owner button |
| Complaint | Record view | readonly |
| Complaint | Record view | No process information message display |
| Complaint | Record view | No table in Order Information section |
| Complaint | Send Acknoledgment Mail button | not available |
| Complaint | Request Completed button | not available |
| Complaint | Send Customer Response button | not available |
| Complaint | Generate 8D Report button | not available |
| Complaint | Send Internal Email button | not available |
| Related objects (lists) | ||
| Complaint | Case Customer Contacts | Creation ok, view ok |
| Complaint | Open activitiesNo | new Task, No new EventCreation ok, view ok (R-2915 Fall 17) |
| Complaint | Case Team | No new button |
| Complaint | Case Comment | No new button |
| Complaint | Activity History | Log a call ko, Send Email ko |
| Complaint | Notes & Attachments | No new button |
| Complaint | Visit Reports | Creation ok, view ok |
...
| Object | Feature | Details |
| Sample | Creation | no New Complaint button on Case tab |
| Sample | Edition | no edit button |
| Sample | Chatter collaboration | no standard Chatter actions |
| Sample | Change owner | no change owner button |
| Sample | Record view | readonly |
| Sample | Sample Request creation from Account | creation ok, view ok |
| Sample | Close case button | not available |
| Sample | Submit for Approval button | not available |
| Sample | Clone Sample button | not available |
| Related objects (lists) | ||
| Sample | Case Team | no Update Case Team Members |
| Sample | Approval History | Approve / Reject ok No Recall button |
| Sample | Open ActivitiesNo | new Task, No new eventCreation ok, view ok (R-2916 Fall 17) |
| Sample | Activity History | No Log a call button, No Send Email button |
| Sample | Notes & Attachments | No new button |
...
| Object | Feature | Details |
| Customer Request | Creation | no New Customer Request button on Case tab |
| Customer Request | Edition | no edit button |
| Customer Request | Chatter collaboration | no standard Chatter actions |
| Customer Request | Change owner | no change owner button |
| Customer Request | Record view | readonly |
| Customer Request | Creation from Account | Not available |
| Customer Request | Submit for Approval button | not available |
| Customer Request | Send Final Communication button | not available |
| Customer Request | Close case button | not available |
| Customer Request | Clone Customer Request button | not available |
| Related objects (lists) | ||
| Customer Request | Case Customer Contact | Creation ok, view ok |
| Customer Request | Case Account Associations | ok |
| Customer Request | Customer Request Products | ok |
| Customer Request | Approval History | Approve / Reject ok No Recall button |
| Customer Request | Open ActivitiesNo | new Task, No new EventCreation ok, view ok (R-2917) |
| Customer Request | Activity History | No Log a call button, No Send Email button |
| Customer Request | Case Team | No Update Case Team Members button |
| Customer Request | Case Comments | No new button |
| Customer Request | Case History | Not available |
| Customer Request | Notes & Attachments | No new button |
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| Object | Feature | Details |
| VOC | Create VOC from Account | Creation ok, view ok |
| VOC | View VOC Customer Action Plan from Account (horizontal scrolling fixed) | ok |
| VOC | VOC Edit | ok |
| VOC | VOC Clone | ok |
| VOC | VOC Change Owner | ok |
| Related objects (lists) | ||
| VOC | Notes & Attachments | No new button |
| VOC | Open ActivitiesNo | new Event, No new VOC ActionCreation ok, view ok (R-2918 Fall 17) |
| VOC | Activity History | No new Task, No new Event |
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