Allow for pooled attachments/notes among revision records (Quotes/Contracts/etc.)


My sales team has stopped activating quotes (and therefore not tracking revision history) because they "lose all attachments and notes" when they revise a quote, as they are completely separate records. In our case we use Mail Merge to generate a Quote to be sent to the customer based on the Q...

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1 Comments

Category: General (1486)

STATUS DETAILS
Under Review

Add the ability to update Price List Items via import


There is currently no way to update price list items in bulk. With other records, you can export, make changes, and re-import using either the import tool or migration tool, assuming you have all the proper handles and guids. There is no way to do this however for Price List Items. Every time ...

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3 Comments

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3 Comments

Category: General (1486)

STATUS DETAILS
Under Review

Be able to turn off inline lookup controls


In many cases the inline lookup controls for a lookup on a form (you click the lookup icon and it shows you the first 10 records in a drop down sort of view) is helpful. In many cases it's not, and it's an extra click (and a scroll which is the worst part) to get to the lookup window. <b...

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Category: ()

STATUS DETAILS
Planned