5

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.

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Category: Order Management (7)

STATUS DETAILS
New
2

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 ...

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0 Comments

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Category: Order Management (7)

STATUS DETAILS
New
1

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. ...

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0 Comments

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Category: Order Management (7)

STATUS DETAILS
New
1

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...

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0 Comments

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Category: Order Management (7)

STATUS DETAILS
New
1

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...

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0 Comments

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Category: Order Management (7)

STATUS DETAILS
New
1

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...

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1 Comments

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Category: Order Management (7)

STATUS DETAILS
New
0

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."

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0 Comments

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Category: Order Management (7)

STATUS DETAILS
New