Close Quote dialog defaults to "Create Revised Quote"
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 ...
STATUS DETAILS
Declined
Remove ability to delete quote products on active quotes
Once a quote is "Active" the fields on the quote are read-only, and this is good. However, the user is able to modify and delete quote products. We would like a change to CRM that would not allow quote products to be modified or deleted from "Active" quotes.
STATUS DETAILS
Declined