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