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.