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Pull Serial Number through from Equipment Item when creating Problems

In version 6, when you created a problem from an Equipment Item, the serial number from that Equipment Item would populate automatically from the Equipment Item onto the Problem rercord. We should replicate this functionality into Prospect 365 to ...
Guest almost 6 years ago in CRM App 0

Add Unit Description as an option when creating Quote Tables

It would be useful when building Quote Tables to have the option to include Unit Description as a column so that when users send quotes to their customers, it is clear what unit they are quoting in
Guest almost 6 years ago in CRM App 0