When adding a filter on the obsolete field in the CRM, the user will now be presented with a toggle rather than a text box expecting 1 or 0. This update will be rolled out to customers over the next few weeks.
There were a couple of problems when reviewing this with Paul Carpenter:
- The prices had no currency masks
- The title of the field and the display of the price and cost price were so far away from each other it was confusing
- Titles overlap t...
Automatically populate delivery name when confirming quote
Currently the CRM does not populate the delivery name when a quote is confirmed. As such this can lead to there being no name entered when the order is confirmed.
It would be useful for customers if this populated automatically based on system ...
A customer is unable to migrate to 365 until the turnover, profit and margin percentage can be displayed on the quote detail page as these are vital to them. They do not want to have to navigate to a separate page of a quote to view these details.
Within the V6 upsell manager if you linked to a product that also had an upsell link then this tree view of upsell links would display for the user when adding products to a quote. Currently in the web UI you can only see one level of upsell manag...
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