User Profile

CRM - Easy to make chain of activities


When a follow up activity is created from an activity, it would be a great time saver if the notes from the original activity could be mapped and created for the follow up activity.

This would save a tremendous amount of time, especially for a Marketing Department who works with campaig...

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1 Comments

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1 Comments

Category: Client-Side Programming (4)

STATUS DETAILS
Under Review

integrate Mappoint with CRM Mobile Express


Is it possible to integrate Mappoint with CRM Mobile Express. I have a potential customer who wants their salespeople to be able to get maps and directions via their mobile phones for Accounts in CRM. For example....they would like to see all the customers in a particular area, say, by zip c...

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1 Comments

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1 Comments

Category: Mobility (0)

STATUS DETAILS
Under Review

Enable Bulk edit of Quote Products for Draft/Open Quotes


Please add the functionality back into CRM 2011 to bulk edit Quote Products. The field of interest is quantity.

This is an enormous time saver, especially where a customer deals with many products in each quote. This is extremely important to a prospect we are working with....who was...

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3 Comments

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3 Comments

Category: General (1799)

STATUS DETAILS
Declined