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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to edit the "...
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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  • Verified answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,758 on at

    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.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi,

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

    3554.Capture2.PNG

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

    3554.Capture2.PNG

    6644.Capture3.PNG

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

    Hope it helps.

    BR,

    Judy

    ------------------------------

    Appreciate to Mark as Answer if it is useful.

  • Eturyu Profile Picture
    Eturyu 155 on at

    Thanks guys ;)

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