Delete proposal from customer card
gathering votes
N
Nicholas Missiti
Is it possible to add a way for someone with permissions to be able to delete quotes from a Profile. There have been incidents were the Quote was ran wrong or it didn't come out correctly. Thank you! :)
R
Ruben Soltren
also providing additional controls making proposals that are not deleted visible via permissions, allowing more control as to what is visible and to who. for instance, valid proposals can be visible to those with permissions, while proposals that are no longer valid only show as archived to those with permission, etc.. I had made a separate feature request about this but seems these would be very similar
J
Jacob Coleman
updated the status to
gathering votes
J
Jacob Coleman
Hi Nicholas, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Hello Nicholas Missiti! I have a few more questions for you:
- What specific permissions should be required for a user to delete quotes?
- Are there any specific conditions or scenarios where deleting a quote should not be allowed?
- Would you like to have a log or record of deleted quotes for auditing purposes?