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Microsoft Dynamics CRM (Archived)

How to edit the "Close Quote" option set

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Posted on by Eturyu

155

Hi,

Anyone know where i can find the area to edit/add status reasons?

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Rawish Kumar 13,758 on at

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Hi there,

I think you have to edit the status code field in quote.

open the field and change the status to "Closet" and you will see the values available and will be able to modify.

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Community Member on at

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Hi,

You could add status reasons for "Close Quote" navigating by Settings- Customization-Customize your system.

Find the field "Status reasons"under the entity Quote.

Then you could edit the field, save and publish the customization.

Hope it helps.

BR,

Judy

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Appreciate to Mark as Answer if it is useful.

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Eturyu 155 on at

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Thanks guys ;)

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