3 Replies Latest reply: Nov 5, 2009 1:44 PM by Davis Zhang RSS

Restrict CRM Partner Function by Role

Cara Hamblin
Currently Being Moderated

Hi all,

 

Do you know if it's possible through configuration to restrict the entry of a partner function based on the role that the partner has?

 

I have created a new partner role (which is assigned to a BP) and a new partner function. The partner function, which is linked to the opportunity partner determination procedure, will be populated through manual entry. I would like a validation to take place either when the partner is selected or when the opportunity is saved to check that the business partner entered contains the new role.

 

 

Is this possible through configuration or would it require a development?

 

Any help appreciated.

Thanks,

Cara

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