Disable Add Account Feature

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It would be helpful if the Add Account Feature could have an option to be disabled.  If the master source of accounts is some other ERP/CRM system this would prevent reps from adding new accounts and creating transactions.

 

George Bowley February 09, 2017 17:31

• Official comment

  

   

  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
• 0

  

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

  

  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.

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