We should be able to manage massively the relationship between users and Account access team


We should be able to manage massively the relationship between users and Account access team. Now the only way we hay in the application is to add one by one manually. It would be ok to have a possibility to add users massively importing by excel por excample.

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Category: Account, Contact, Calendar and Activity Management (604)

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Product lines sorting by Secuence Number in ASCENDING in PDF and Word templates


Due to a recent change in the sorting of Product lines in word and pdf templates, when reviewing a quotation, the sorting of the product lines is being deconfigured. By default, in word and pdf template, product lines are printed by Created On ascending. The issue is, that when we make a revision...

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Category: Opportunity, Quotes, Orders, Invoices, Products (183)

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