Opportunities <-> Quotes <-> Orders <-> Invoices <->
There�s some relationship visibility between the separate �Opportunities <-> Quotes <-> Orders <-> Invoices� within the Sales Menu area of the respective Entity for some but not all. There is no way of going back from the Invoice to Order however what would be better is the full lifecycle visi...
End User Options Settings accessible via Admin
Problem, manually changing user settings, ie. time zones, currency, sending emails on behalf of user... etc. currently need to vist the users machines or rely on EU to do this.
End User Option Settings - Admin should be able to set defaults global/
End User Option Settings - Should ...
imbed images into KB articles CRM 2016
current process to place images into KB articles is cumbersome and time consuming. The ability to, insert image, drag and drop / resize images would aid adoption in creating KB articles.