Hello,
I am looking for a way to change/edit the Revise Quote functionality in CRM.
Quote entity on my instance has one custom lookup field (lookupA). When I click on "Revise" on the ribbon button, CRM creates another Quote record with the same Quote Id and copies all the values from the current quote record to the revised quote
record. However, I don't want to copy over the custom lookup field (lookupA) when revision happens.
Is there a way to do so? How?
I have doubts myself about the revise quote functionality. Please advice if my understanding of revise quote is incorrect.
Thanks,
Swaroop