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Unable to access History, Can't see the information I entered in the 'History' of a Deal..............
How can I now access the information that I manually entered in the 'History'?
Can I download/export that information?

I am a single user and was using 'History' to keep notes about a deal. I don't require extensive History features. Can you please consider allowing a simplified History feature, or suggest a way to keep notes or add information to a deal??

Thanks
Unable to access History, Can't see the information I entered in the 'History' of a Deal..............
Hi
Just logged in and surprised yet shocked to see that I am unable to see/access the entries I made in the 'History' of a deal.

Instead the history page is asking to upgrade??
Have you taken away this feature?

Awaiting for your response.

Thanks
Invoices and Quotes - can the layouts be customized?, Like to be able to modify the invoice and quote layouts by changing the order of the fields, etc
Hi,
I've followed your instructions as above to add logo and background (CRM>Settings>payment & Invoices>;), INVOICE was not showing so I added it and also added the logo and background files> saved all. But the invoices still are not showing the logo and background.

I did the same for Quotes which are showing the logo and background correctly!
Problem is the invoice.

Can you help please.
Edited: Emzee Ace - 03/20/2015 05:01:21
Error found in Lead or Deal form "Currency with ID was not found.", Hello, In form Lead or Deal i got an error in section product (Currency with ID was not found.)
Same problem here. My currency settings show that it is not set to base. How do I set it to base please?? I have tried editing it but unable to change. Any suggestion will be helpful. Thanks
Unable to print/download quotes, Iam unable to print and download exisiting quotes. The pop up says NO PRINT TEMPLATE defined
Iam unable to print and download exisiting quotes. The pop up says NO PRINT TEMPLATE defined. Is there an easy way to download/print and email quotes and invoices.

Thanks
Edited: B24_561459 - 06/18/2014 22:19:11
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