I am testing a website quote builder from V8 - I am very impress with this option apart from one detail - I am not able to remove from bottom of the offer the quote history part which I would prefer not to see or have ability to switch on/off.
Is there a way to disable history for web based quotations?
You can't remove the full history but you can disallow comments to keep the list from growing too large by doing this:
Sales>Quotations>(pick a quote)>View Quotation
Then when you quote comes up go to Customize and uncheck the Allow Comments.
You can only get to "Allow Comments" this way. If you go direct to the Quotation Templates it's not there. I'm guessing this is a bug.
I hope this helps.
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|Asked: 2/23/15, 9:45 PM|
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|Last updated: 4/30/15, 10:31 AM|