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Displaying quotation as won/ dead on quote records

When closing a quote as won or dead, the CRM still displays the quote record as "quotation" in orange, see the screenshot of a won quote. Some companies don't confirm their quotes through the CRM and instead must leave them in a won/ dead state. W...
Guest about 5 years ago in CRM App 0 Already exists

Location Dropdown in Appointment

It would be great if the location field in the Appointment window was a dropdown with the user's address and the record's address as options
Guest over 5 years ago in CRM App 0

Email Preview - have both 'From' and 'To' email addresses.

As can be seen in the picture, having saved an email to the CRM from Outlook, there is only a 'from' email being displayed. I think it would be useful to have both a 'from' and 'to' email address when previewing any email saved into the CRM.
Guest over 5 years ago in CRM App 0

Show admin users on CRM

The My portal has a 'colleague's page that has a column to show at a glance if a user is an administrator or not. This is a useful feature if someone in the company needs to know who their CRM admin is (to change roles, passwords etc). If the My p...
Guest over 5 years ago in CRM App 0

Increase Quote Delivery Notes maxlength

The deliverynotes1 field on dba.quotehdr is set to only 75 characters. Some customers would find it useful to have a larger notes field.
Guest over 5 years ago in CRM App 0

Configure Default Document Group for Users

A customer would find it handy to have an option within the user settings section to select a default document group. For example if you worked in Sales, whenever you went to use one of the Word/Excel templates it would default to the Sales Docume...
Guest over 5 years ago in CRM App 0

Include Totals within Lines Table in Quote, rather than separate table

A customer would like the option to include the totals as part of the lines table featured at the bottom of the table rather than a separate table.
Guest over 5 years ago in CRM App 0

Copy quote line sequence when copying lines from quotes

When you copy a quote it would be good if the quote line sequence is also copied as they are currently in some kind of alphabetical order.
Guest over 5 years ago in CRM App 0 Already exists

We would like to set payment terms in Prospect by individual customer.

For generating invoices we would like to know how many days credit to give them.
Guest over 5 years ago in CRM App 0

New Report search bar showing basic entities when emptied

If you look up a term and delete it, every entity will be shown in an alphabetical order, and to get back to the basic entities you have to scroll all the way down to press show less. I think that having the window go back to those basic entities ...
Guest over 5 years ago in CRM App 0