All to configure Sort on Opp. Product edit and on Quote Products edit button
currently when you configure the Product catalog you build Properties of the family and they are inherited to the Product. so if you have a product with 10 properties when you add that product to the Opp. or quote and then click the edit link the list of properties are just shown in a random o...
Playbook Activity Type Template list
currently when building a Playbook template you can only add three types of Activity (Task, Phone call, Appointment). but post publishing a playbook and launching it on a I.e. Lead you can any activity type you would like (custom or OOTB) it would be great to be able to allow any activity typ...
Update timeline to allow for Rich text for other activity entity (Rich text Control) like Notes
Currently we have the Rich text on Notes and when you add data to a note with the new Rich text control it shows up like rich text in the timeline. now when you go to say a Task and add the Control for Rich text to the description field save publish then go create a task with rich text and regar...