I must disable the following activities: Fax, Service Management

Question

Hi there,

Is there a way to disable these activities from being selected by the user?

What I find strange is that under the settings for "Service" and "Service Management" in the respective Security Role I am testing, there is no settings for Create. Nonetheless, the users can click on the ribbon button "Service Management" under activities to create a service management record.

Any ideas?

Thanks

P.

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MCC, MCT, MCP, MCTS
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Answer 1

Hi,

  they are all "activities". As far as I know, you can only apply security role on the "activity" level ("core records"), but there is no way to do it for a particular type of activity.

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Alex Shlega, GotchaHunter.Net

Answer 2

Bugger :(

I reckon that the least I could do, since we don't want users creating such records, is to make a form with hidden required fields and a message that says that such functionality is not support in this implementation of CRM.

What do you reckon?

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MCC, MCT, MCP, MCTS
If you find this post helpful then please "Vote as Helpful". If I helped you with an answer to a question then please "Mark As Answer".

Answer 3

You might also create a plugin that would raise an error in the "Create".. that would be less UI-friendly, but absolutely robust:) Or you might combine both.

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Alex Shlega, GotchaHunter.Net