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Keep an audit log of Quote Lines

Would be nice to be able to track who added or removed products from a Quote and at what time. You can use the last updated but this is quite broad. Having it all in one place and including any price changes would be useful
Guest 8 months ago in CRM App 0

Rename "Active Quotes" to be more consistent

The 'Active Quotes' section on an Opportunity totals up the non-deleted quotes, which can be misleading if "active" is interpreted as "incomplete" rather than "not deleted". This panel could be renamed/reworked to make it more obvious what it is c...
Guest 8 months ago in CRM App 0

Make Pinned Notes sticky outside of the notepad list

Pinning notes in the Activity feed currently just creates a copy of them at the start of the notepad list. Previously it would create the copy outside of the scrollable notepad area so you could refer to them and scroll through the activity separa...
Guest 8 months ago in CRM App 0

Add the ability to customise the side panels when editing a record

When clicking the pencil icon on a quoteline for example, it will open up a side panel of information for you to view and edit for that quoteline record. Currently, there is no way to edit the layout for this section of the UI, meaning any fields ...
Guest 8 months ago in CRM App 0

SharePoint Folder Integration

We store documentation for all of our opportunities in a common SharePoint document library with a folder per Opportunity number. This allows multiple people to collaborate on the documents in real time. It would be great if CRM could be linked to...
Guest 8 months ago in CRM App 0

Option to not copy quote when duplicating opportunity

When duplicating a opportunity it would be useful to have an option to not copy the quotes underneath that opportunity. Currently you can only choose which quote lines you want to copy.
Guest 8 months ago in CRM App 1

Option to not duplicate sub-Quote when duplicating Opportunities

Currently when duplicating an Opportunity, you get the option to deselect which lines you don't wish to be duplicated for any sub-Quotes. It would be great to have an option to decide whether you want the sub-Quotes being duplicated in their entir...
Guest 8 months ago in CRM App 0

append number or word on duplicated records

When you are duplicating a record, eg Opportunity, the duplicate should be created with either a version number or (copy) at the end of the name so then Users are aware it's a duplicate and they know which was the original Opportunity. Or could ha...
Guest 8 months ago in CRM App 0

Opportunity Autocalculate Value not updating on quote list refresh

The Autocalculate value for an opportunity is updated on a page refresh (refresh button by the share button close to top of the screen) but not when you refresh the quote list within the opportunity (refresh button by the 3dots that get you to the...
Guest 8 months ago in CRM App 0

Option to hide big red 'Convert to Quote' button

We don't want people to convert opportunities into quotes as we want all opportunities to have separate and multiple quotes - please can there be an option to hide the convert to quote button because once you press it, you can't have multiple quot...
Guest 8 months ago in CRM App 2