PPT Creator
If it is possible to make a create a Power point presentation automaticity create by add the budget vs target like these
to help to present the improvement and development
Restricted products per Customer account
Missing in 'Restricted products' is the possibility to block sales to a specifc Customer account or Customer group.
In real life, you can have dffent Customers in the same Country and State, but only want to block sales for a specific Customer in the same area.
Path: Pro...
Check active business process flow and active stage in the views
We would like to check active business process flow and active stage, witch are on opportunity now. It wiil help to create list of opportunities with checked on them active business process flow and active stage.
We know how to look active business process flow and active stag...
Opportunity Currency needs to be editable, at least as long as it is not completed
we need the possibility to change the opportunity currency.
- While Business improving for our development markets, they can reach a size where it is needed to split them into their own business unit. On this they go from the general Currency to their local one. Currently i...
STATUS DETAILSDeclined
Ability to create multiple invoices from the last 12 months' worth of orders
Currently, the ability to generate multiple invoices from the last 12 months' worth of sales orders has not been implemented.
When this feature is implemented, multiple invoices can be created from a single order record, which is more convenient for customers.
Customisable Kanban for multiple objects
Kanban view in Opportunity is so lacking compared to Salesforce. Not being able to choose which fields to view and being able to sort/rank by is pitiful, it's really frustrating to have to explain to the users
Option to Transfer Sales Quote to a Sales Order
With the adoption of EDI to generate sales orders, users need the option to control the creation of sales orders when sales quotes are marked as confirmed. Similar to the project quotation, sales quotations should allow users to confirm the quotation and provide a manual option to transfer to ...
Make "Parent Bundle Product" column in OpportunityProduct table a working lookup column
If you select a product bundle that includes X products, the association between each product and the bundle is stored in the "Parent Bundle" field that only contains the GUID of the bundle.
There is a "Parent Bundle Product" field which is a lookup but it is empty.
...
Enable mapping field values from Opportunity to Opportunity Close
Beeing able to customize the Opportunity Close Dialog is a great feature. Also that Business Rules and Power Automate can do some tricks when it comes to data synchronization. But there seems to be one thing missing: Pre-filling fields on the quick create for the Opportunity Close with...
sorting bug
In "Advanced Find" I am looking for connections.
I wanted to apply sorting for the columns, unfortunately in Edit Colums-> Configure Sorting, I can not select any columns. I assume it is a bug, related to the category Connections.