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Re: Copy sales quotes: Is it possible to customize copied fields?

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Hi Ankush,

 

thanks for your reply.

Would it be possible to use a workflow for this (instead of customer enhancement)?

Like: Whenever a quote has a pricing date older than actual date, reset pricing date to actual date?

Could this workflow be coupled to the copy quote action?

 

Other question regarding customizing specific fields in that context:

Will it be possible to make a specific field in a quote editable for one user-role, but non-editable for others?

 

Thanks in advance for your help, best regards,

 

Dagmar


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