User Profile

Quick Create form - Phone Call


We need to be able to edit the quick create form. In 2016 it still shows as not customizable and this has been a known issue since 2013.

Read more...
0 Comments

Read more...
0 Comments

Category: Administration and Deployment (2)

STATUS DETAILS
New

Ability to customize the Quote Products grid WITHOUT breaking the inline edit capability


Adding columns or adjust column width breaks the inline edit capability on the Quote Products grid, this should be editable like any other view.

Read more...
1 Comments

Read more...
1 Comments

Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
Needs Votes

Social Pane quick create forms (Task, Phone Call) should be customizable


Still can't edit the forms users are presented with when quick creating Tasks and Phone Calls from within the social pane. This is much-needed.

Read more...
1 Comments

Read more...
1 Comments

Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
Needs Votes

Need to be able to edit multiple Quote Products at once


It's very time consuming to edit Quote Product quantities and other fields one by one.

Read more...
0 Comments

Read more...
0 Comments

Category: Account, Contact, Calendar and Activity Management (699)

STATUS DETAILS
Needs Votes