Eva Walther
- Total activity 79
- Last activity
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Activity overview
Latest activity by Eva Walther-
Eva Walther commented,
I think the customer means, to automatically link the email to the quotation that is created from/after receiving this email and then if possible wants to automatically include a PDF of the email i...
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Eva Walther created a post,
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Eva Walther created a post,
Automatically save email and link to new quotation
Not plannedThe customer wants to automatically attach the received email which is the basis for a new quotation they then create by clicking "Creat New Quotation" and then being transferred to SAP, if this is...
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Eva Walther created an article,
Customer termination for Maintenance renewal
If a customer does not want to renew their Maintenance for the upcoming year, you, our partner have the option to log into the Boyum - Portal and remove the customers from your Maintenance overview...
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Eva Walther created an article,
Maintenance renewal and forecast - Excel overview
To retrieve an excel file that will list all your customers maintenance for the upcoming year, simply log into the Boyum - Portal, go to “See Maintenance 20XX” and simply click on the “Download ...
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Eva Walther created a post,
PBI 4340 - Naming of databases to easily differ between companies - countries
Not plannedIn case you have have several databases with the same name and the only difference is the country, it is difficult to see, which database you are connecting to in the DropDown in Outlook. When addi...
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Eva Walther created a post,
B1 Time Task - Invoice assistant - mass check to exclude from invoicing
CompletedIt would be helpful to be able to mass exclude several tickets from invoicing instead of excluding each single ticket.
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Eva Walther created a post,
Filter option for Timeline listing
Completed... to for example only see created activites or invoices.......
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Eva Walther created a post,
PBI 3619 - Option to fill in all SAP fields when adding a new contact person.
Not plannedNot only Name, Gender, Positin, Phone, Email. (Man kann via CRM for Outlook einen Ansprechpartner direkt anlegen. Hier wäre es wünschenswert, wenn man außerhalb von Geschlecht, Telefonnummer und de...
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Eva Walther created a post,
PBI 3097 - Mark emails that already have been saved as an acitivity to avoid doulbe saving
CompletedWünschenswert wäre auch, dass bearbeitete Emails, die bereits als Aktivität gespeichert worden sind, entweder markiert werden, sodass kein anderer dies erneut tut, oder die E-Mail in Outlook in ein...