4

Enable Mail Merge On Order and Invoice Entities

It is still impossible to Mail Merge an order or an invoice in CRM 2011.

We should have the same "Print Quote for Customer" button for order or invoice entities.

Thanks

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4 Comments

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Category: General (1420)

STATUS DETAILS
Under Review
2

On closing opportunity form, Actual revenue field cannot be hidden

Especially but not only for NGOs opportunity entity is used for other purposes (e.g. managing projects), so it would be nice to have option to hide/disable Actual revenue field.

Even there is workaround not to fill in the field, it is confusing/clumsy and it would be nice to hide it.

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1 Comments

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Category: General (1420)

STATUS DETAILS
Under Review
6

Allow to Change Campaign Currency

The campaign's Currency can not be changed after saved.

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2 Comments

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Category: General (1420)

STATUS DETAILS
Needs Votes
1

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1 Comments

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Category: General (1420)

STATUS DETAILS
Under Review
3

After converting a Quote to an Order, you are unable to Override the Order Product price

After converting a Quote to an Order, you are unable to Override the Order Product price

Repro:
1. Open up CRM 2011
2. Click on Quotes
3. Click on New
4. On the Quote form, enter the required information
5. Click on Save
6. Click on Products within the Quote
7. Cli...

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1 Comments

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Category: General (1420)

STATUS DETAILS
Under Review
2

Display status reason (statuscode) as well at form footer / status bar

In all CRM 3.0, 4.0 and 2011 we can currently see the status of any record in the form footer.

Like that you can see if the record is acitive or inactive.

Me, and most of my customers, would love to see the potential of status reasons adopted here by displaying that information ...

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1 Comments

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Category: General (1420)

STATUS DETAILS
Under Review
3

Account renaming

I have renamed the "Account" entity to "Company" but on the marketing list form the type dropdown stills contains "Account, Contact" instead of "Company, Contact"

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1 Comments

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Category: General (1420)

STATUS DETAILS
Under Review
5

Allow mixted marketing list

Allow a marketing list which inlcudes contacts AND accounts

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1 Comments

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Category: General (1420)

STATUS DETAILS
Needs Votes
3

Reinstate functionality from v4 - feedback id: 424864

In v4 my colleague raised a request, feedback id: 424864 - CRM- Campaign Email Activitiy send FROM a queue which was taken on board and implemented in rollup 5, this was raised on behlf of our client who since then has used this functionality extensively.

They recently upgraded to 2...

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1 Comments

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Category: General (1420)

STATUS DETAILS
Needs Votes
21

Allow to customize Price List Items view

..today is not possible for instance to add the 'Amount' field which would be pretty useful.
I can't see the point in not allowing to customize the views associated to price list items.

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1 Comments

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Category: General (1420)

STATUS DETAILS
Completed