Enable Bulk edit of Quote Products for Draft/Open Quotes
Please add the functionality back into CRM 2011 to bulk edit Quote Products. The field of interest is quantity.
This is an enormous time saver, especially where a customer deals with many products in each quote. This is extremely important to a prospect we are working with....who was...
CRM2011: Price List Item Views Not Editable / Missing Key Fields / Not Exposed to Advanced Find
I have a simple requirement to display the following fields on the Product entity in a Sub-Grid for Price List Items:
•Product Name
•Unit
•Pricing Method
•Amount
•Percentage
•Rounding Policy
•Rounding Option
Address entity - 1-N, N-1 Relationships,
It is not supported to add custom relationships to Address entity.
In our case it is required for some custom entities such as Country/ZipCode.
Standard pick list fields for country and zipcode are not convenient much easier to enter the list once (or even import it) in one place and j...
Make distribution of CampaignActivity + QuickCampaign handle InvalidPluginExecutionException intelligently
If you have a setup where a plugin may prevent the creation of an activity by throwing the InvalidPluginExecutionException you cannot use the CampaignActivity or QuickCampaign functionality as the distribution of of of these crashes if one of the created activities is rejected by the plugin.
Option to enforce copy of Contact Address from Account Address
Currently when you change address details for an account, the contact is left unchanged. I'd like an option to copy the contacts address details from the account they're linked to. So when a company moves offices (it happens), i'd only have to update the account address and the contact address...
Using workflow to add a Contact to a Marketing List automatically
It would be really useful to be able to use workflow to add a Contact to a Marketing List, when certain fields get set.
Shipping Account Number
Currently, if we process a Quote or Sales Order using a company record�s more shipping address, the shipping account number does not automatically transfer to the Quote or Sales Order. Thus, we currently have to remember to copy and paste the information into the Quote or Sales Order. If th...
View HTML Email in reports and Advanced Find exports
We need to see the body of the email in an advanced find export to excel and in a Preview pane. When it is an HTML email, it does not adjust to viewing.
Add sales terrotories as parent of other sales territories
Say I have a main sales territory called EUROPE, and its manager is John Doe.
Below Europe, I broke down the sales territories as follows, with the following managers:
Europe - John Doe
Northen Europe - Jason Smith
Southern Europe - Jos� Luis
Eastern Europe - Petr Iva...
Add a create Quick Campaign Button to Campaign Response
Quick Campaign. Situation: Create a "phone call" activity to 100 clients. Then during each call we record campaign response for each. Then we want to get all the list of interested contacts and do another quick campaign on them
Can we add a "Quick Campaign" Button in the Campaign Re...