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Status Already exists
Categories CRM App
Created by Guest
Created on Nov 23, 2020

Hide cancel order button

Unable to hide just the cancel button. Hiding the quote status will stop users from cancelling quotes but it will also stop them from confirming them. A customer has requested functionality to allow quotes to be confirmed without them being able to cancel the quote afterwards.

Ideally, a cancellation request could be generated (Similar to the share record functionality) to notify A/all managers to a request for cancellation. The user could then notify the correct user to cancel the quote. Alternatively a list or recallable users whom have permissions.

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  • Admin
    Andrew Ardron
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    Feb 8, 2021

    You can already control the ability to cancel confirmed quotes.

    Head over to this configuration list: https://crm.prospect365.com/view/ConfigureList/QuoteStatus

    Then for quotes/orders in any of the given status' you can determine who can and cannot amend the quote/order. If you set this so that only admin's can edit a confirmed quote/order then most users will not have access to the cancel button.