Change the length of the owner field
The possibility to change the length of the owner field. The standard length is very short.
make quote details availble to reference on other entities related to the quote
for example, if i have a product ADSL 100MB for 30$ on a quote.
i want to be to be able to create ADSL configuration entity record the specific customer with the ADSL details such as user name, password, line details.
the record is associated with the quote and i want it to ...
Activity - Ability to connect more than one Regarding to activity
The Client would like to be able to define both Contact and Account for instance as Regarding. Addin custom attributes is not answering to the need as the need is that the activity is on the activity tab in social wall of both record : Account and Contact
[Added 9.0] Activity - Ability to save draft meetings in CRM Web Client
The issue is: - When you create email in Outlook or CRM, you can create draft email, save it, add attachments and then SEND - When you create appointment then behavior is different if Outlook and CRM: o Outlook: you can create appointment, then you can add attachments and then decide so SEND o...
Unable to change the �Look IN view� after clicking on quote product and click on look up of more records in Product.
CRM 2015 update 0.2
When we click on salesàQuotesàNew Quotesàthen we add a new quote Product --Click on Existing Product--Click on ...
Check-in capability with GPS data for CRM Appointments
nowadays, all sales managers want to see if their sales people are really visiting the customer.
They not only ask them to create an appointment, they ask them to mark them as complete at the customer location and want to see the GPS data of their check-in.
this is also required ...
Specific pricelist for specific user / business unit
It will be great if we could create and associate pricelists to one or more specific users or business unit.
In this way we will be to:
- create a promotional pricelist dedicate to a specific seller or business unit
- create a pricelist with new product in development that...
Bug: Inserting 'Shipping Address' via 'Lookup address button' empties two fields 'Shipping Method' & 'Freight Terms'
When selecting a shipping address on quotes via 'lookup address' feature, it blanks the values in the other two fields
1. Shipping Method
2. Freight Terms
Correct calculation of e.g. Quote Product when Discount Calculation Method is set to Per Unit
Discount calculation wrong.
Settings how to calculate discount is set to “Line item”
Result is OK: the Amount is set to Price Per Unit time Quantity and Opportunity Line Amount is set to Amount minus Manual Discount with Tax added.
Settings h...
Manage users only for reference to assign Opportunities, Activities, Cases, etc.
Any customers need assign users (without CRM licenses) only for reference for Opportunities, Activities, Cases, etc.
Currently, this works only scenario when a licensed user is created and then removed it, leaving inactive user in CRM, but with the possibility to assign records.
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