1

Currently when we create an activity on an account either child or parent in the hierarchy. The activity is getting showed on its top hierarchy or its parent account's timeline. But when we create an activity on opportunity the activity is visible on timeline of deal and its primary account only but not on its parent account and above the hierarchy

Currently when we create an activity on an account either child or parent in the hierarchy. The activity is getting showed on its top hierarchy or on parent account's timeline. But when we create an activity on opportunity the activity is visible on timeli...

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Category: Opportunity (225)

STATUS DETAILS
New
1

Opportunity Product (productid) Add feilds

Could you please add fields on the Product > Quote Product Related entity (product_quote_details) to include additional details such as Vendor Name /Qty on hand without having to customize a solution

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2 Comments

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Category: Opportunity (225)

STATUS DETAILS
New
1

The Opportunity Views in Sales & Marketing should display the number of records based on the latest search criteria, even if there a huge number of records

The current system does not display the number of records based on latest search criteria in Quick Find Query and instead still displays the number of records based on the previous result when there are a huge number of records (say more than 10,000). The end-user might get confused due to thi...

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Category: Opportunity (225)

STATUS DETAILS
Needs Votes
1

filter condition is cannot be removed from edit filter expression builder.

the filter condition from the Edit Filters panel, we must also clear the filter on the grid column filter. This is because the grid column filter is always applied to the view as it is functionally separate from the Edit Filters panel.user wants the filter apply to ...

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Category: Opportunity (225)

STATUS DETAILS
New
1

Adicionar campo de Divisas en el complemento de Outlook para Oportunidades

Buena tarde,


Se sugiere para agilidad en el registro de oportunidades en el complemento Outlook, adicionar el campo Divisa, para escoger desde el outlook, si se ingresa en US o en Pesos.


Gracias

Alexander MG.

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Category: Opportunity (225)

STATUS DETAILS
New
1

PPT Creator

If it is possible to make a create a Power point presentation automaticity create by add the budget vs target like these

to help to present the improvement and development

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Category: Opportunity (225)

STATUS DETAILS
New
1

Option to Transfer Sales Quote to a Sales Order

With the adoption of EDI to generate sales orders, users need the option to control the creation of sales orders when sales quotes are marked as confirmed. Similar to the project quotation, sales quotations should allow users to confirm the quotation and provide a manual option to transfer to ...

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Category: Opportunity (225)

STATUS DETAILS
New
1

Make "Parent Bundle Product" column in OpportunityProduct table a working lookup column

If you select a product bundle that includes X products, the association between each product and the bundle is stored in the "Parent Bundle" field that only contains the GUID of the bundle.


There is a "Parent Bundle Product" field which is a lookup but it is empty.


...

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Category: Opportunity (225)

STATUS DETAILS
New
1

sorting bug

In "Advanced Find" I am looking for connections.

I wanted to apply sorting for the columns, unfortunately in Edit Colums-> Configure Sorting, I can not select any columns. I assume it is a bug, related to the category Connections.

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Category: Opportunity (225)

STATUS DETAILS
New
1

Adding Lookup link to Existing Product field in Enhanced Add Product View

The link to the product is removed on the Enhanced Add Product View.

It would be more user friendly to be able to go to the product specific form this view.

Like you can do with Unit for example.

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Category: Opportunity (225)

STATUS DETAILS
New