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.

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Category: Opportunity Management (35)

STATUS DETAILS
Needs Votes

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...

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Category: Opportunity Management (35)

STATUS DETAILS
Needs Votes

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...

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1 Comments

Category: Service Order Management (65)

STATUS DETAILS
Needs Votes

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)...

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Category: Sales (434)

STATUS DETAILS
Needs Votes

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...

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1 Comments

Category: Reports and Business Intelligence (200)

STATUS DETAILS
Declined

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...

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0 Comments

Category: Service Order Management (65)

STATUS DETAILS
Needs Votes

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?

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Category: Reports and Business Intelligence (200)

STATUS DETAILS
Needs Votes

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...

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Category: General (1064)

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Needs Votes

Service Invoice Bug


Service invoice (word dataset) doesnt calculate invoice total sum. It only shows fist line amount.

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0 Comments

Category: Service Order Management (65)

STATUS DETAILS
Declined

Service Invoice


Invoices should be similar compared to sales invoices, meaning that Service Invoice could need "work description field" On the service invoice its needed to show also serial numbers and description of serviced item. Also its necessary to have contract numbers on printed invoice so bookkeeping is...

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Category: Service Order Management (65)

STATUS DETAILS
Needs Votes