Managing functions
Can someone let me know if there are any plans to improve the features for managing functions in CRM?
I have lots of functions and finding them is hard. The search only works on the function name and the filter only works on function type. I have created a naming convention based on tags to filter the list which helps a bit and for some projects I keep lists in a spreadsheet.
I'd like a spreadsheet-style list in CRM with a few custom fields and a way to construct views (like in modules). Maybe even make functions module with layouts etc?
Also it would be great to be able to search for text within functions. A use case is that I'd like to be able to tidy up API names but without a reliable way of finding where they are used it's too hard.
Very grateful for thoughts on this
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Function #46: Auto-Calculate Sales Margin on a Quote
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Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One suchUser Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
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Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
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