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Disable Add Account Feature

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3 comments

  • Official comment
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    Hello George

    You can disable the creation of new Accounts by setting the Account Name field in the Account form to Read only. This was reps won't be able to add any new accounts.

    As shown here:

    Thanks

    Merav

    Merav Bitton
  • 0
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    Hi Merav - I checked the setup and this is already configured, however the ability to add Accounts is still active for the Reps

    George Bowley
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    Agreed with the original poster, George. I have also updated the Account Name field to read only however the "plus" add account button is still visible.

    Matthew Borgo

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