360 View of Customer and MSE posts
On the CRM Contact/Account form, we should be able to show related social profiles
and social activities of that contact/Account which are created from MSE
STATUS DETAILS
Completed
ability to have quote in PDF format
in addition to Word, it is required to have a PDF export version of the quote, or order.
exporting to WORD first allows the user to change some specific crm data which may be breaking integrity of the quote or order before sending it to customer.
most companies therefore need a pdf vers...
STATUS DETAILS
Completed