Disable Add Account Feature
CompletedIt 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.
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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
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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
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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.
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