Marketing to Leads & Emailing to other Email address fields


  1. There is a need for us to market to leads > not just contacts.
  2. Also, the ability to email to other email address fields in D365 for a single contact depending on the service we are providing to a client is very important to our business without creating duplicate contacts for a si...

    Read more...
    0 Comments

    Read more...
    0 Comments

    Category: Sales (848)

    STATUS DETAILS
    Needs Votes

Change resource name


Instead of selecting 'Generic Resource' to send to request a resource is it possible to change the name from 'Generic Resource' to 'Resource Request' or something similar.

Read more...
0 Comments

Read more...
0 Comments

Category: Project Resource Management (533)

STATUS DETAILS
New

Schedule Board - Allow a client short name to show on the schedule board


In the Hourly, Daily, Weekly, and Monthly Schedule Boards - we need to see in a single line on the schedule board that allows us to use a short name rather than the full client name - some client names are too long and make the schedule board look cluttered.

Maybe adding a short name in ...

Read more...
0 Comments

Read more...
0 Comments

Category: Project Resource Management (533)

STATUS DETAILS
New