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There are currently 4 IDEAS submitted for allowing to assign a naming convention to the Voucher Templates when they are created. These go back to 2017. In total 42 votes. What will it take??
You currently can pick the type as Percent or Amount. Need to add a field to Name the Voucher Template. If you have 20 or more templates or multiple people creating them, it is difficult to find your template.
Seconded. I was about to post similar request. I think my request falls on the same subject.
There is a lot of room on the right side of "Functions" group that I would like to use, and it is a button, not a group. Unfortunately up to current BC 22.5, it doesn't allow to put a button directly, it has to fall under a group.
Same approach is applicable in a List page, a promoted button can be shown directly not under a group, but not in a listpart.
Hope this request can be fulfil in the future.
When closing a quote, the dialog box that presents itself has a field called "Create a revised quote." This setting is defaulted to "YES," and cannot currently be changed to no. So even if the status for closing the quote is it is accepted, if the seller omits to change this to "No," then new quotes are created. The default setting should be editable in order to prevent manual work and accidental creation of quotes when closing.