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Sep 17, 2008 at 09:01 AM

hide un-relevant transaction types



I have a question about hidding unwanted transaction types. In CRM 4.0 it worked ok, but in CRM2007 not and I don't now if this is a bug or I have to do some more settings.

And what is the problem:

- when I create follow-up for example from Z opportunity type to activity, I see in pop-up all active transaction types and not only those for which I set copy control for that Z type in customazing

- another case is when creating new (for example) opportunity, i see all active transaction types for opportunity and not only those which I allowed in authorization role

I know I can deactive unwanted transaction types, but I would like to manage this by copy control and authorizations.