How to remove the delete button in the Retainer Services of Contracts App?

Updated on August 7, 2020 05:03AM by Admin

The Contracts App of Apptivo allows you to remove the delete button from the Retainer Services table of the Contracts.

Steps to remove the delete button

  • In your Apptivo account, navigate to the Contracts App. In the App Header, select the Settings icon.
Contracts App

  • You will be redirected to the Settings page. Here, select Customize App → Master Layout from the left navigation panel.
  • The Master Layout page will come into view. Scroll down to the Retainer Services section.
Settings

  • Here, click on Retainer Services to view the Inspector tab. In this tab, scroll down to the Actions section. The Delete option is enabled by default.
Inspector Tab

  • To remove the delete option from the overview page, disable the toggle, and save the changes.
Disable Toggle

  • Now, the delete button will not be visible on the Retainer Services table of the Overview page.
Overview Page