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Lock ability to change 'Sales Rep' after it's set?
We have an issue where a salesperson can edit a customer record and change the sales rep field to themselves, effectively hijacking the customer.
The obvious solution would be to make the salesrep field 'inline' so it can't be changed.. however when creating a new customer, it also won't let you pick the sales rep (defaults to the user creating the record, which may not be the actual sales rep).
We can't simply lock the entire record, because sales people still need to update customer information.
is there a way to 'lock' the field once the record has been created?
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