What to do, if a opportunity is closed lost for now. But after 1 year there may be another opportunity. What will be the best practice? Thanks in advance.

Dear Team, In quotation module we want to add discount on overall value. But we are unable to select "overall" option from "discount apply on" drop down. (Attached photo) This is happening for all users, be it regular user or system administrator. What is the problem and how to solve it. Please guide. URL - engineeringsalesandservicecorporation.sangamcrm.com

Dear Team, We found that for few past days "clock in and clock out" address in attendance module isn't synchronising properly. In web version many times "in address" is blank (attached image), while "clock in and out" time and date is there. But in mobile version there's no issue. Same user, same date, in web version data incomplete while in mobile version data complete. Please look into it, attached screenshot of mobile and web version of same person (Bukai Biswas). Thanks in advance.

I want a column in the quotation specifically for the purchase price, so that I can enter the purchase price for each item. Additionally, I need another column for the margin percentage to help me calculate the selling price. It is also essential that when I print or generate a PDF from the studio, the purchase price and margin percentage remain hidden, and I receive the total purchase price and selling price at the bottom. Is this possible? I attempted to do this in the quotation line management in the studio, but I encountered an alert message and the screen became unresponsive.

Hi team, Need guidance on setting filters for report creation. Case - We have a user who only generates lead from various sources. We want to know - 1. How many leads he generated, and what are those? 2. What are the company names we got from there? (Some leads are converted, and some are not) 3. How many opportunities we have created from those leads, and what are those? All these information we need in a single report. Please guide.