1

When Createing a new Quote from opportunity in Sales Process products should be added

When users use standard function of creating a new Quote from the Sales Process, related products from the opportunity is not added to the quote. The user then needs to click on the button "Add products" to the quote. The user expects the same behavior as when you use the subgrid on opportunity...

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Category: Opportunity, Quotes, Orders, Invoices, Products (78)

STATUS DETAILS
New
1

Sent Quote as Email adds the Company Record as the Recipient, This Should Surely be the Contact

When creating a quote, and using the Email Quote as PDF functionality, the Recipient field is being populated with the Company record. This doesn't make a great deal of sense, especially when the quote has a specific contact assigned to it. Can this be automated to not only reduce the effort nee...

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Category: Opportunity, Quotes, Orders, Invoices, Products (78)

STATUS DETAILS
New
1

Posting on invoice report 1306

We need to assure that invoice date printed to our customers match the date the invoice is posted in our system. Otherwise we have serious VAT problems. Not sure why is hasn't been included - it's in report 206.

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Category: Opportunity, Quotes, Orders, Invoices, Products (78)

STATUS DETAILS
New
1

Add configuration to Disable Tab for Write-in products

System customizer needs to have an option to disable or hide Tab for Write-in products in Enhanced experience for adding product lines.

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Category: Opportunity, Quotes, Orders, Invoices, Products (78)

STATUS DETAILS
New
1

Lead qualify request via custom code should honor OOB mapping on Currency field on Opportunity record

For LeadQualifyRequest, there is an attribute named "OpportunityCurrencyId" which should be explicitly set in the request. This is not the case for other mappings (Lead to Contact & Lead to Account). Logically ,there should be the default behavior for this – if we are not setting currency in Lea...

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Category: Opportunity, Quotes, Orders, Invoices, Products (78)

STATUS DETAILS
New