Comments
This is no-brainer!
Within same scope, please fix everything else related to accounts, addresses and contacts.
When selecting account then address fields should be prefilled automatically (like in any other software, for example Business Central). When creating quote then out of the box all fields are empty - there is "Potential customer" field but its irrelevant to "Bill to" field, address, contact - nothing is copied over.
Its nice to have option to customize and do it ourselves but come on - 21st century and some basic functions should be there out of the box. One other good reason is that some developers/partners solve it differently and its a mess. And all messy solutions affect how customers feel about the product - so wise to make basic things work.
I support this idea. As a partner we are in charge to monitor the environment of the customer and to take action when we see trends that might impact the business. With regards to throttling and API Limits, we have no tooling to do this. Even a simple report that shows over max 30 days history the throttled requests, will help to become more in controle. I would appreciate if we can get something soon.
I highly support this idea. Most of our clients prefer not to wait for the workflow to finish when working with a project quotation. I support the suggestion to have a parameter that can activate/disable the project quotation workflow. Do you have a status update on this idea and roadmap? Thank you.