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Select existing or new contact/account for Leads Oob


Its not efficient to fill lead contact and account fields and discover on qualifying that this account or customer is existing. Standard OOB functionality should be that you can just choose existing account or contact first and when missing then can create new. Saves some effort and improved d...

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Category: Lead Management (82)

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New

Product variants, attributes


Hi,


We havent figured out how to make leglally valid quotes to our customers.

When selling products with variants we need to make relevant offer as quote also. As we use Sales with BC then there should be OOB functionality to syncronize items with variants and attribute...

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Category: Quotes, Orders, Invoices, Products (35)

STATUS DETAILS
New