Currently some of the field names include the word base when displayed on a word quote table within a standard document. Would be good if we can remove this as it can be confusing for our customers:
- Base Price
- Base Gross Value
- Base Net Valu...
Users are able to configure the system via the "Configure" item in the drop downs. When exploring the system or making tweaks to existing processes this works well however, after having decided to go ahead with the system, going through configurin...
Customer snapshot - A page or report which shows headline details for a customer - Recently logged and long outstanding problems, most recent notes, last sale, usual sales regularity, credit limit, current balance, current leads, sales comparison ...
Currently there is no way to move lines around in the CRM, we are going to be doing Drag and Drop but it would be good to have the option to edit the sequence.
In earlier versions of the CRM it was possible to restrict users by account manager or operating company. In 365 it was changed to just account manager.
Every company who wishes to restrict records often wants to restrict by different means, some ...
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