...
Only Admin users have access to change a status on a line item.
Users cannot move a status to canceled or complete until a reason is selected
Providing information in the free text box is optional
If users change the status between complete and canceled, they will need to update their reasoning
Helpful Articles
Operation team documentation
Pendo Features
Goal Tracking within the Q3 Dash
Created
This was released to admin users on September 25 2024