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Categories CRM App
Created by Guest
Created on Oct 2, 2019

Delete document from list using 'trash' icon

Add the ‘trash’ icon to quickly delete a document as per the quote lines.  This will be less clicks compared to using the bulk update facility for one line.  

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  • Guest
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    Nov 17, 2023

    A trash icon per the quote lines would be 2 clicks to delete. In comparison, deleting using bulk actions takes 7 clicks. If the user has CRM delete rights, they can click into the document and use the three dots to delete in 4 clicks.

    A trask icon would be the ideal option. Alternatively, allow the user to delete documents without having full CRM delete rights.

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