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
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.
Allow to Change Campaign Currency
The campaign's Currency can not be changed after saved.
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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...
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 ...
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"
Allow mixted marketing list
Allow a marketing list which inlcudes contacts AND accounts
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...
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.