I am just starting to implement X2 into our small business and we love what it has to offer - so thank you!!
The questions that I seek to have answered are as follow, please keep in mind that I am no programing expert but I am up for a challenge:
1) is there a way to create lookup fields as a dropdown list. For example , I would like to be able to have one lookup field that offers me the option to choose between vendors, customers or partners custom module while recording an opportunity. A dropdown lookup field of multiple choice modules reduces the need to have a vendor lookup, a customer lookup field and a partner lookup field in the opportunity or any other module where the need to choose between two separate entity is essential in our business workflows.
2) How can I go about adding Product / Line items to modules such as opportunities or custom modules such as contracts and projects.
3) is there a way to capture time report from the action timer. Any insight on best practice would be greatly appreciated.
I appreciate you take to answer any of those questions.