System asks for Account type (Prospect or Customer) when creating a new sales quotation. We want to change the default value of the dropdown for companies that use sales quotations but not prospects. We could have a parameter in A/R to choose the default value of the dropdown in the event that Customer quotations are vastly more common than for Prospects.
Comments
This really annoying and should be changeable by the customer by default. It would really saves us time!
Category: Sales and marketing
Exactly this issue has been a a very frustrating part of dynamics. It should be a simple edit which gives a lot of results.our companies in our corporation never use any prospects and create thousands of quotations to customers. forcing the user to make extra clicks.
Category: Sales and marketing
It is a simple setup to change. But a quality of life addition that enables customers that use a lot of quotations to skip a customization for this.
Category: Sales and marketing
Administrator on 8/25/2022 11:58:41 AM
Thank you very much for your input. We do not have any plans to extend this capability, we will however continue to monitor how much in demand such a capability is.