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C4C Sales Quote Approval Process - Automatic Window Pops Up for Notes....

Dear Experts,

Opportunity Approval Process has the functionality for entering a note. An automatic window pops up right before send it for approval. Users are able to writhe down any comment for the approver. We are using approval process for Sales Quotes but there is no any automatic window popping up for notes. Sales Quote is sent without asking for any notes. I would like to ask you if there is any flag for popping up an automatic window for notes or any configuration I probably missed. Best Regards.

David Cortes

approval-window-for-notes.jpg
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1 Answer

  • Best Answer
    Mar 02, 2017 at 09:44 AM

    Hi David,

    you can add notes to approver under approval facecit it is possible to maintain/edit the 'Approval Notes' section.

    there is no pop up in sales quote this might be a new requirement you can add to IDEAS FORUM.

    Regards,

    Suresh.

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