will be great if when using the search tool the search will include tags as well15 votes
This will be in our next update this week
Loving the do a deal button but it would even more useful to have a percentage discount as well, instead of having to do it per group0 votes
Great news – that’s something you can do today! 🎉 Use Reset Item Discounts under Actions to discount all eligible items on an opportunity by a particular percentage.
Check out: Discount items on an opportunity
For times when the Discussion module isn't appropriate, It would be great to be able to CC my opportunity into my standard email so that the crew can still see my correspondence.0 votes
Great news – this is something that you can do today! Use the discussion email address under Actions to CC or BCC correspondence into the Discussions section of an opportunity.
Discussion email addresses are available on lots of screens, including opportunities, products, and organizations.
Often, we decide to add a new tag to the tag pool for various reasons. Currently, we have to open each product manually to do this, which not only takes quite some time, but leads to errors in entering the tags, which defeats the purpose. It would be great if we could have the ability to select a group of items, or select multiple items from different groups, and add the same tag to each one in one go.0 votes
Good news — this is something that’s possible using our simple export/import process! Export your product data from System Setup, add tags to the tag column as you wish, then re-import to see all of your changes made.
Check out: Amend data via export
When reviewing jobs in iCal in only shows job name. it would be useful if the job number showed alongside in order to make it more obvious that these are jobs, and to more easily search for that job within current.0 votes
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