Duplicate quotes function


Please can we be able to duplicate a quote. if we have a quote in active status we want to be able to copy that quote and use it for a different customer. It seems like a real waste of time to have to build the same quote from scratch again. Quote templates would also be useful so you can ha...

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Category: Business Process (0)

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New

delay - postpone - hold a Queue item.


I get to my queue, I have a queue item that tells me to call a customer, i get the message that the customer is on holiday for 2 weeks. I need to be able to delay - put on hold - postpone the queue item so it re-appears in 2 weeks time. Such an obvious function that I'm struggling to believe it...

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Category: Lead Management (68)

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Needs Votes

Sync Outlook 'date sent' with Dynamics 'Date sent' through outlook webapp


Sync Outlook 'date sent' with Dynamics 'Date sent' through outlook webapp If the email that is set regarding copies the subject line, the content of the email etc etc, why on earth doesn't it also populate the 'Date Sent' field on CRM? This would ensure that all emails can appear in the activit...

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Category: Email Management and Outlook Integration (259)

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Needs Votes