Jenna Ackerley

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  1. 70 votes
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      20 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

      We updated the servers today so that now you can grab the latest product and service costs and prices 🔄

      As mentioned previously, refreshing accessory configuration and is a much larger task so we’ll keep monitoring feedback on this here and in our other customer channels. If it’s proving popular, we can look to put some dev resource behind it.

      Jenna Ackerley commented  · 

      This is a big problem for us too, and means we are risking overbooking kit just by missing a deletion/re-addtion. A prompt asking if you want to to auto-update all existing bookings/quotes would be immensely helpful and will leave us much less exposed here.

      Jenna Ackerley supported this idea  · 
    • 135 votes
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        8 comments  ·  Customer Wishlist » Integrations  ·  Flag idea as inappropriate…  ·  Admin →
        Jenna Ackerley supported this idea  · 
      • 274 votes
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          14 comments  ·  Customer Wishlist » Discussions  ·  Flag idea as inappropriate…  ·  Admin →

          Just a quick update on this one to say thanks for all the votes and comments – we’re watching this one closely.

          Keep in mind that you can use the “Discussion email address” on an opportunity to CC or BCC messages into the Discussions section of an opportunity. This is great if you’d like to send correspondence from your existing email app but wish to record a copy in Current for your reference. You’ll find a link to the email address under Actions.

          Jenna Ackerley supported this idea  · 
        • 314 votes
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            15 comments  ·  Customer Wishlist » Integrations  ·  Flag idea as inappropriate…  ·  Admin →
            Jenna Ackerley supported this idea  · 
          • 474 votes
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              32 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

              We’re investigating this for future development, thanks for the votes and comments!

              It’d be really interesting to hear everyone’s thoughts on how you’d envisage this feature working, as well as any common scenarios where you’d like to be able to select alternative products.

              Let us know in the comments – your feedback is really useful.

              Jenna Ackerley supported this idea  · 

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