I seem to have click-happy employees who accidentally click 'Promote to Order" rather than "View/Edit. This has happened several times, which instantly results in the quote changing to an order with no opportunity to recant the click. I would most prefer a popup to confirm the user wishes to promote the quote to an order, but don't have the skill set to do that. Based on research online I thought I might add a dummy button between View/Edit to give the user a little more space between them using the following in Custom Content:
This ALMOST has the desired result: with index=2 the "button" ClickCarefully appears immediately below "Promote to Order... but changing index=1 moves ClickCarefully ABOVE View/Edit... it's as if View/Edit and Promote to Order are stuck together intentionally.
Ideally I wouldn't have to do anything. My preference would be:
1. Include security that allows me to specify exactly which employees can promote a quote to an order, and
2. Even for those with security clearance, include a confirmation popup to ensure they MEANT to click that button
3. OR: Move that particular button to a location that would make it less likely it gets clicked by accident.
Anyone have any suggestions on how to accomplish any of those three goals--preferably relatively easy? Thanks!
© The Sage Group plc 2017All Rights Reserved