Standard functionality in a legacy 20 year old system. We use our code and customer code for a product interchangeably. Should be standard functionality in Dynamics.
We also implemented something similar, basically making the looping prompt for return reason a single prompt and applying to all lines selected. Allowing specific return reasons to be set before select all, or deselected and reselected after. Would be nice to have a better option.
Giving this a boost as well as it would be a great way to set a default filter to counterbalance the possible activity overload on a contact's/lead's timeline.
Many of our customer are primarily invoicing from the project module and they can't use this process automation without project invoices included in the solution
