Tech Support > Microsoft Windows > Windows CRM > set defaults for pricelist and unit
set defaults for pricelist and unit
Posted by gretchen on April 3rd, 2006


CRM should allow users to set default price lists and units when creating
quotes and adding products. For companies that only have one price list and
only one type of unit, it is a pain to select it every time.

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Posted by Mark Barrett on September 11th, 2006


Should also default for opportunities. CRM should populate the default unit
for a selected product even if there are multiple units available.

"gretchen" wrote: