We would like to see a change in the close quote dialog box. Currently, the default is set to "Create a revised quote". The majority of the time we just want to close a quote without revising it. Users complain about having to remember to change the selection of the radio button. Also, we end up with a lot of revised quotes that really don't need to be revised. We would like to either be able to change the default in the dialog box (as a supported change) or just have the default changed to "Do not revise this quote".
Comments
Allowing us to set defaults on dialog boxes in general would be nice...
Category: Account, Contact, Calendar and Activity Management
Thank you for your feedback. This is a great suggestion, and we will consider this in our roadmap. We are considering providing metadata driven dialogs. I guess that, when built, will solve your issues. Thanks again. ====================== Prashanth GanapathyRaj PM, Dynamics CRM, Microsoft ======================
Category: Account, Contact, Calendar and Activity Management
Administrator on 11/27/2023 4:47:00 PM
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.