All Jobs The buttons that display notes from Case or Account now display Case & Account's Email and attachments. Phone numbers in Phone task can be updated to CRM All Jobs Open HW Device from Job Card. In the HW Device open network monitoring software such as N-able, Kasey, LPI or GFI MAX All Jobs When job is closed the job's activities history is displayed Case Case Origin renamed from Email2Case-Fully Resolved to Email2Case-Known Contact Case Rename button to "Reopen Case / Reverse Invoice" that presents its dual functionality. Enhancement: do not create invoice if total invoice is equal zero Dashboard Improved dashboard. Can be called from browser>favourite. Integrated reports in dashboard. Email2Case Trim the field retrieved from Email and converted to case to 100 characters and copy long Email subject field to Issue Description of the Case Google Map Remove apostrophe from address before queering Google map Integration HW Device integration with Kaseya, N-able & GFI MAX Invoice None service invoices (CRM invoices) can be printed including fix to the original Microsoft CRM tax calculation in Invoice entity. Add template option for Invoice-CRM.XSLT. Remove last blank page of in printed invoice Invoice Display in invoice the price of service item sold as prepaid hours or at reduced price to customer. Onsite Job Replace HW device from pick list to Lookup. Reprint onsite Job Card after job card is closed for customer's signature on work performed onsite Response time Added 15 minutes to response time. Improve on how Case critical times are calculated SLA Contract Validation of Price field in Add Allotments function SLA Contract Add or Remove Monitored Devices from the total amount charged periodically for maintenance agreement-retainer fee. Update invoice to reflect negative charge (reduction in number of monitored devices) Case Display SLA Contract Lines in alphabetic order (in Case) Time sheet Plug-in to create time sheet record immediately after Appointment is reported and completed Web Portal Enhancements Publish more than one web site each with its own logo, company name and company details, display Sales Literature and Knowledgebase by web site specific subject. les literature according to Each web site has its own customizing file SLA Contract Print as document
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How to copy Microsoft CRM Views from one customization file to another using the MSCRM View Copy Tool from our website.Read More »
How to copy Microsoft CRM Views from one customization file to another using the MSCRM View Copy Tool from our website.
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