Requirement to disable all the partner functions in Partner tab dropdown

[Former Member]

Hi Experts,

Requirement:

We need to restrict sales Representative to select only partner function sales Prospect in the partner tab drop dwon of the partner functions.

Please share your view, How to achieve this requirement?

Points will be given to appropriate views.

Thanks,

Adi.

[Former Member]

Thanks.

[rekhadadwal]

Hi Adiseshi

You can block the manual entry of the data using the check box "Block entry on Interface" for the partner function in the partner determination procedure using the path IMG> CRM> Basic Functions> Attribute Enhancement> Define Partner Determination Procedure

Hope this will help and hope this is an appropriate answer to your query

Regards,

Rekha Dadwal

<b>You gain a point for every point that you reward. So reward helpful answers generously</b>

[Former Member]

Thanks Rekha.

How to give points.

I have selected the radio button.Is it enough?

[rekhadadwal]

Yes

I think that would do the needful.

But if some one's suggestion gives you the answer i think you should be clicking on the 10 points so that it closes your query, marks it completed and gives the max points to the person replying to your query.

Hope this information will be useful for you next time

Regards

Rekha Dadwal