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Categories CRM App
Created by Guest
Created on Jun 26, 2024

Configure Quote Status - Edit Options

In the Configure Quote Status settings page https://crm.prospect365.com/configure/QuoteStatus there are 3 options that you can apply for editing per quote status No/Yes/Admin.

It would be great if there was an option so admins can only edit the areas accessed via the 3 dots eg move and delete but not edit the actual quote details so it would be great to add another edit option for Admin All / Admin Partial

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