| Create an activity screen from the help ticket screen |
| Add a new ticket search screen for "Activities" crm actions |
| Add due date and completed date to "activity" screen |
| Customer should not be a menu item it should be a hyperlink |
| Contact should be a hyperlink on project screen |
| Auto fill for customer not working in project screen |
| Rename project to opportunity and replicate in CRM menu |
| We need to be able to link quotes to opportunities and projects |
| Add Opportunity fields |
| Add hyperlinks to drill down on functional setup |
| Way to assign Agents to various Products. |
| Create a List of Sales Process status for the opportunity |
| Add the Overview tab to the opportunity |
| Rename Ticket to Activity in Opportunity screen |
| Items to add to opportunity search |
| Email Setup for HelpDesk and System should be consolidated with system manager email setup |
| Email Overrides for help desk |
| Change the "Project" to Opportunity in the search screen |
| Change internal sales person heading on the opportunity and project to sales person |
| Fix Link to customer screen on opportunity |
| Changes to the opportunity screen |
| Please link the Sales Pipe Status to the maintenance screen |
| In Activities add email options |
| Create Configuration panel for CRM |
| Create link on contact in opportunity search to contact info |
| Opportunity Validations |
| Due Date should be a Calendar control for selection |
| Activity Screen |
| Create an Line of Business For CRM |
| Add line of business to actity |
| Add a new entity from the entity search screen on activity, |
| Graphs and charts - Activity Summary by Sales Rep |
| Be able to add quote from opportunity |
| Pipeline forecast Chid (Chart +Grid) |