Learn about Redwood and be one of the first to join the conversation

Visit Redwood Community
Restrict customer address purpose based on Roles — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Restrict customer address purpose based on Roles

Question
1
Views
0
Comments

Summary: Can we restrict address purpose at time of customer creation and update?

Content (required):We have a scenario where there are separate teams that handle customer Bill-to and separate teams that handle customer Ship to sites.

Business need at the time of customer creation, Bill to team can only create Bill to sites and ship to team can only create Ship to sites.

After Customer creation Business do not want Ship-to site to be visible in Read only mode to bill- to team and vice versa.

Is there any way we can create custom roles to handle the above scenario?

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!