User Profile

System settings for customer type (account or contact or both)


It would be very useful to be able to set whether the corporation is Account base or Contact base or Both.

The CRM will the restrict the record type to be selected from. Also will restrict the out of the box Dialogues.

E.g. Convert to case dialogue the customer can be an accoun...

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1 Comments

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1 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
New

Enhance the E-mail editor


The CRM E-mail editor is very weak. Doesn't support properly the HTML e-mail. The format of the e-mail always changes and gives a bad end result.

The signature doesn't look professional.

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13 Comments

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13 Comments

Category: Unified Experience: Search, navigation and performance (1224)

STATUS DETAILS
Planned

Import exchange rate for historical transaction


Hi, When deploying a CRM many customer needs their historical data imported in CRM. This requires the ability to import the exchange rate so that the base amount is right.

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0 Comments

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0 Comments

Category: Data Management (2)

STATUS DETAILS
New