Editable Deal Tracker chart in Opportunity Pipeline View
Few columns like Actual Revenue, Est. Close Date, Actual Close Date, Opportunity Score, Opportunity Grade are core fields and always included in Tooltip of Opportunity pipeline view.
As of now there is no way to modify Deal Tracker chart extensively in Opportunity Pipeline Vi...
Opportunity Product (productid) Add feilds
Could you please add fields on the Product > Quote Product Related entity (product_quote_details) to include additional details such as Vendor Name /Qty on hand without having to customize a solution
The Opportunity Views in Sales & Marketing should display the number of records based on the latest search criteria, even if there a huge number of records
The current system does not display the number of records based on latest search criteria in Quick Find Query and instead still displays the number of records based on the previous result when there are a huge number of records (say more than 10,000). The end-user might get confused due to thi...
Enable Opportunity Close entity for closing opportunities in Kanban view
Currently, when closing an opportunity in the Kanban status view, the opportunity closing dialog is displayed regardless if Opportunity Close entity is enabled or not, thus bypassing any customizations that might be added to the Opportunity Close quick cre...
Display Save & Close button in command bar, not in a flyout menu
Save & Close button on opportunities used to be directly in the command bar. Release 2023 Wave 1 moved it in the flyout menu under the Save button.
For those who use primarily Save & Close it is more complicated now. So we suggest moving the button back so that it is directly in the comm...
Clone Opportunity
Sometimes we have reoccurring opportunities and it becomes tedious to every couple of months create a new opportunity that is the same as the previous one. There should be an ability out of the box to close an opportunity same as you would a quote with the option of closing with or without pro...
Show next upcoming task deadline in list view
We need to see next upcoming task deadline and name in opportunity list. This would save time when working with hundreds of opportunities as no need to go to activities list or open opportunity to see details.
Even better if there is visual aids to allow even better tracking. ...
Product view in Opportunity product
On the form of the table Opportunity Product, we would like to be able to change de the view on the field product (productid)
filter condition is cannot be removed from edit filter expression builder.
the filter condition from the Edit Filters panel, we must also clear the filter on the grid column filter. This is because the grid column filter is always applied to the view as it is functionally separate from the Edit Filters panel.user wants the filter apply to ...
Adicionar campo de Divisas en el complemento de Outlook para Oportunidades
Buena tarde,
Se sugiere para agilidad en el registro de oportunidades en el complemento Outlook, adicionar el campo Divisa, para escoger desde el outlook, si se ingresa en US o en Pesos.
Gracias
Alexander MG.