2 major problems, 1 annoyance
I have 2 issues that are forcing me to look at other CRM options and 1 that isn't crucial but very annoying.
First the big ones.
1. On our customers form we have several custom fields. If we create an invoice (which also has custom fields) for that customer everything works fine. If we are viewing that invoice and click on the link to view the Customer information, the values in the custom fields are eliminated. This is really bad.
2. We have some products that we've added. There are also some that have been deleted. When we add a product to an invoice using the little box icon, the deleted products show up in the list. This also is really bad.
3. (The minor one) When the product list is brought up from an invoice, the window is pretty small. We have to scroll over just to see the link for 'next'. Either make the window maximized, save the size and location from the previous use... something besides the little bitty window. Also, allow us to determine how many products are shown on that window.
Thanks