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Former Member
May 10, 2016 at 02:05 PM

Configure the type of Business Partners which can be added as Attendee in Visits

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Dear C4C Community - is there a way to configure the type of Business Partners what can be used as Attendees in a Visit?

We can add Contacts, Employees and also other Accounts as Attendees to Visits.

We want to block that Accounts can be added as Attendees to Visits. The reason for this is, because we have the same name for more than one type of Business Partner available - and sometimes the Users select the wrong one.

Thanks for your help

Cheers

Michael

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Attendees.png (54.4 kB)