Description
This article describes how to hide Sales Quotes after certain days.
Detail Steps
Workflow Restriction This User Level Setting and will need to be applied for each user individually. |
Login to WMS.
Go to Options > Preferences > General Tab.
Click on Hide Sale Quotes after > select your preferred method from the following options:
Record Preferences to Save.
Related Information
Please get in touch with Datapel support to discuss bulk deletion or cancellation of Quotes.