Mobile offline synchronization - add Quotes entity for mobile offline
Enable the Quotes entity for Mobile Offline synchronization, which will be a great improvement and update for many of the clients, who are using the mobile offline synchronization.
Edit Quote Close Form
Need to be able to edit the Quote Close form and customize the pop-up window that displays when creating an order and marking as won or closing a quote and marking as lost. OOB it does not seem like an admin has the capability to do this which is strange to me. This would really enhance the use...
Allow editing of 'Quote Close' fields.
Example: I edit Description on 'Quote' to allow more than 2,000 character limit to allow integration with sage - Redware. I then go and try to revise the 'Quote' which now has a character limit of more than 2,000. I am met by an error telling me to increase the length of 'Description' - Which ...
One click email quote to customer as PDF
I would expect it to be a standard process for a CRM to send quotes to clients via email through the CRM. I understand we can download a quote as a .docx word document. But then we need to convert to PDF, create a new email, attach the PDF, write some email content and press send. Which isn't re...
List charges on sales order documents
Allow charges to be individually listed on sales confirmations and invoices. Many clients require visibility of restocking fees, handling fees, etc. to be listed separately vs. having them lumped into a total amount. Offers transparency to the client's customer as well as ease of reviewing for th...
Translation of Dropdown Fields in Word Templates
When you create a Word Template from any entity in CRM the Dropdown fields from that entity are not thanslated to the Word Template Language. This is specially enoying if you want to send a quick quote to a customer (eg. in chinese). All manual fields are translated but not the Dropdowns (eg. ...
Editable grid
We are using standard editiable grid Hi We are using standard editable grid but facing limitations with using it. We need to have columns for item number, item description and item description two, but are facing the issue that when adding columns, or changing them, the editable grid gets locked...
Allow javascript to set ispriceoverridden
On quote detail the system automatically sets Price Overridden (ispriceoverridden) to true when the user has override privilege. This design decision makes sense. However, I find that I cannot execute the formContext attribute setValue(false) function. So, while the user can waste time setting...
Allocation of orders based on customer, delivery date and user logic
a) User requires a process to allocate the inventory against the sales order. b) Users should be able to define the priority List. c) Based on the priority list and the logic, system would allocate the inventory against the sales order.
Better messages for duplicate quote revise
Actually, when a active quote is simultaneously revised by 2 users, one of the users get a default duplicate detection message. The users should better get a message like: "Another user just revised this quote - your operation is cancelled."