Rosi Coronado
- Total activity 97
- Last activity
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Activity overview
Latest activity by Rosi Coronado-
Rosi Coronado commented,
Hi Ivy, I believe you are referring to our CRM for Outlook solution? Please confirm
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Rosi Coronado created a post,
Option to search by e-mail address
Customer wants to be able to search by email address. Typically we would just put a piece of the email address in. For example if I was looking for joem@gmail.com, we would search for gmail.com o...
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Rosi Coronado created a post,
B1UP- UDT Handler
AnsweredCustomer wants to be able to highlight more than one line to delete.
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Rosi Coronado created a post,
B1UP- Be able to open B1 Search in Collapse Mode
AnsweredWhen using B1 Search, customer would like the screen to open in collapse mode. Thanks
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Rosi Coronado created a post,
Dashboard: To be able to customize/ edit the Process Flows
CompletedCustomer would like to be able to edit the current process flows to match their business process.
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Rosi Coronado created a post,
UDT Handler
AnsweredFrom a customer We have a UDT for Sales Rep Quotes that uses the slpcode from OSLP file. I know that I can go directly from the Sales Employee/Buyer table to filter the data to a single user using...
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Rosi Coronado created a post,
Help Text
AnsweredAbility to use SQL queries to make the help text dynamic to the current content of the field or fields on the screen From a Customer
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Rosi Coronado created a post,
User Permissions per line in Function Buttons
AnsweredButton specific user permissions instead of separate configurations. Like the Right-click options are set up From a Customer
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Rosi Coronado created a post,
Opportunity - Option to copy Opportunity Remarks to Activity
AnsweredWould like to have the option when creating a new Activity from the Sales Opportunity screen, to copy the email content in the Opportunity Remark field to the Activity. Request from a Partner!
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Rosi Coronado created a post,
CRM for Outlook Time zone option
Answeredit possible to add Time Zone option in CRMfo when choosing: Create as meeting in Outlook? Right now if the customer clicks on Invite participants, Outlook opens and you can choose the time Zone v...