Onedrive/Sharepoint integration
The way how CRM manages files is not very fast or efficient.
I do propose that it should be possible to link desired sharepoint folder with opportuntity, account, contact. This would enable option to work with relevant files via crm but also access them via syncronized folders. For exam...
Multiple quotes linked to one opportuntity
More than often its needed to send multiple quotes related to same opportunity. I can offer different products, different terms etc. and its better to keep them separately as having it on one quote and multiple lines will not give correct overview of quote value or margins on reporting.
Opportunity activity feed
Currently interaction log, comments and tasks are rather hidden and to get quick overview it requires few clicks to get quick overview. Sales cycle table takes 50+% space from the Opportunity page and it would be rather better do have comments, tasks, interaction visible rather than just log of s...
Remove Service contract item limitations set by ship to address
Hi, Current Service Contract requires to define ship-to address. Same time we cant assume that all service items will have one and same ship-to address. Please consider removing limitations affecting service contract usability. In our case we can have 100 different service items in one contra...
XML dataset fields. Critical!
Hello, By law invoices and sales documents/invoices must have VAT numbers but cant find these fileds from available dataset! Same time not less important is to have all fields in dataset as same way we need to have business id numbers, contact persons, contact persons contacts (e-mails, phones)...
XML mapped fields error
Hi, When using Word templates for quote, invoice etc. there is small issue with address and contacts. If you have selected "sell-to" contact person, this contact persons name is displayed under "CustomerAddress2" field but if you dont select specific contact it messes up info on template, as "Cu...
Service Item numbers in views
When i have list of service orders then its impossible to know which order/quote is for which device. It is very much needed to have option to display Service item serial number or description on list views to be able to quickly identify items without need to open every single order or quote. Sa...
Dashboard shorcut views
Going from dashboard to overdue sales or purchase invoices i cant see vendor or customer names in this veiw. There is no dataset available to add it also what leaves me guessing by customer/vendor code who´s invoice is not paid. Can you add these fields to selection?
Report Fields
It would be more than important to get all fields mapped to be able to use them on reports. It does not make sense not to be able to have business reg. numbers, VAT numbers (required by law), sell to, ship to contacts on quotes, orders or invoices. Same goes with service management. Not being a...
Service Invoice Bug
Service invoice (word dataset) doesnt calculate invoice total sum. It only shows fist line amount.