does anyone know a way to easily inline edit an estimate record to change the status? looking for a way for sales reps to quickly update their quotes to an accurate status rather than having to edit each quote directly
j
Josh Godfrey
07/15/2020, 9:51 PM
I haven't tested this, but have you tried creating a custom field? Allow the user to inline edit that custom field and have that drive the native status field with a Workflow?
Josh Godfrey
07/15/2020, 9:52 PM
You could make your custom field only available from the saved/search or list view?
a
al3xicon
07/16/2020, 1:18 PM
that is basically my plan @Josh Godfrey if no native functionality exists - just confirming that first - but appreciate the help!