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Former Member
Apr 02, 2012 at 05:25 AM

How to Restrict Account / Customer in CRM


Hello Experts

I want to restirict Account/ Customer in CRM whiel creating any of CRM transactions like Activity Lead Opportunity Quote.

I want when User try to use certain customers/accoutns to use in transaction while saving crm should give error and not to allow to save any transaction for these customers.

And we have customer hirrachy i e .Parent child and sold to party for accoutn or customer

CRM 7.0 & ECC 6.0 are integrated

KIndly provide solution

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