Skip to Content
Menu
Dette spørgsmål er blevet anmeldt
1 Svar
3205 Visninger

To prohibit the creation of contact from CRM.


    

Avatar
Kassér
Forfatter Bedste svar
  • Go to the CRM app

  • Open an opportunity and go to the from view (debug mode) 

  • go to you inherited views - copy and past that code:  

<xpath expr="//field[@name='partner_is_blacklisted']/..//field[@name='partner_id']" position="attributes">

    <attribute name="options">{'no_create_edit': True}</attribute>

 </xpath>



  • go to a lead and copy past that code to the inherited view

<xpath expr="//field[@name='partner_id']" position="attributes">

    <attribute name="options">{'no_create_edit': True}</attribute>

 </xpath>








  • Finally: pay attention to the access rights you give - if you don't want that one user can create a contact you don't have to just put him away of the contact creation from the extra rights. You also have to go to the access rights details (debug mode - top right). Sort by object and then take him off from creation and delete rights of each contact object. 


Avatar
Kassér
Related Posts Besvarelser Visninger Aktivitet
1
okt. 22
83
1
apr. 21
5372
1
mar. 22
3611
1
jun. 24
3634
3
sep. 21
6547