Product Suggestions
A customer would like to log the idea to have an interface similar to the record customiser to customise the New Record view such as the new opportunity window. Ideally you would be able to add fields to this & be able to edit existing fields.
This functionality was recently release in CRM update 126. Please see the release note for more information: https://docs.prospect365.com/en/articles/9812857-release-notes-v126
This would be really helpful. Especially if certain fields can just be mapped straight into it.
Salespeople on the road need a quick way to log opportunities with just the most important info (they can fill in the rest at a later date)
This would allow customisation of interface to simplify records. Valuable from a productivity point of view.
As agreed this would enhance Training
This functionality is very much needed. There are some fields that we do not use on record creation and it would make training new users much easier if we didn't have to give them a list of fields that they could ignore...
3 customers have now asked for this functionality would be great to get this included in the core product!