22

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

Read more...

5 Comments

Read more... 5 Comments

Category: General (1431)

STATUS DETAILS
Completed
14

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...

Read more...

4 Comments

Read more... 4 Comments

Category: General (1431)

STATUS DETAILS
Under Review
1

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.

Read more...

1 Comments

Read more... 1 Comments

Category: General (1431)

STATUS DETAILS
Needs Votes
2

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...

Read more...

2 Comments

Read more... 2 Comments

Category: General (1431)

STATUS DETAILS
Under Review
3

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.

Read more...

1 Comments

Read more... 1 Comments

Category: General (1431)

STATUS DETAILS
Needs Votes
1

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...

Read more...

1 Comments

Read more... 1 Comments

Category: General (1431)

STATUS DETAILS
Under Review
5

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.

Read more...

1 Comments

Read more... 1 Comments

Category: General (1431)

STATUS DETAILS
Under Review
6

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...

Read more...

1 Comments

Read more... 1 Comments

Category: General (1431)

STATUS DETAILS
Completed
1

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...

Read more...

1 Comments

Read more... 1 Comments

Category: General (1431)

STATUS DETAILS
Needs Votes
10

Make Quote / Order / Invoice Product a mappable process

If I create an attribute on the Quote product there is no way to carry that attribute over to a converted sales order line.

Read more...

2 Comments

Read more... 2 Comments

Category: General (1431)

STATUS DETAILS
Under Review