Comments
Thank you for the feedback. The idea behind would be either-if there are some technical constraints to extend the lookup, to centralise all the contact details in one single "contact details" entity that can then be linked to the others (contact, account and lead by default, and others if needed), or to agree that some attribute on a custom entity makes it eligible to appear in the "targeted at" lookup field. ..not being able to do so does not match with today's reality of one person having several contact details depending on its role (personal, profiessional, leisures,....)
This improvement suggestion is related to billings generated by projects, in Brazil the legal text is mandatory. It turns out that the legal text is being filled in in the proposal and in the sales order, but the system ignores the information in the generation of XML and DANFE from the Brazilian Federal Electronic Invoice.
Supporting this idea, as this is an issue many customers desire a fix for. I have 2 customers currently who want to modify this dialogue, so as to prevent the end user from accidentally selecting to close the opportunity on creation of Order. I'd love to be able to modify this without having to do custom ribbon button/action.
To build up to that I would like to ask Microsoft: Why is the Revise-alternative there at all in the close dialog?
I ask this, because there allready is another Revise-button on the Quote next to Close-button that does precisely that and in a faster way :)
So yes, it should not be standard to resolve a Quote in the Close dialog and to my opinion it should not be there at all. If Microsoft is not able to fix this, please give us the ability to customize the Quote Close Dialog, just like you did for Opportunity.