Hi Neil,
This is another great question. I'm glad that Microsoft gave us the "Print
Quote for Customer" button in the quotes area in 4.0; what a mistake it was
in previous versions to require development when using the
quotes/orders/invoices areas.
We usually develop "context sensitive reports" that use CRM's
"Pre-Filtering" so we can print a quote for a customer from the particular
quote record of current focus.
This involves however hiding the generic word mail merge button (so the
users won't use it instead of our custom report). There's a great blog on
this: http://dmcrm.blogspot.com/2008/01/hiding-buttons-in-mscrm-40.html.
The other piece to this is to hide the report button when the quote is in
draft status.
Hope this helps!
Michael D. Mayo
Post by Neil BensonThere are several ways that a user can print a quote: Word merge, SRS report
or print record.
Depending upon which of these methods you want to restrict, you can adjust
the user's security profile to remove the Mail Merge privilege, restrict
access to the quote report (using business units), or remove the print record
privelege.
Or you could unplug the printer ; )
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Neil Benson, Customery -- UK online community for CRM customers and partners
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Post by IbuthoHow Can one Restrict a Quotation Draft from being printed or generated in CRM
4.0??
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"The Best thing in life is life"