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Is it possible to hide the customer profile screen at the account level or make it read only?

edited Jun 25, 2024 5:55AM in Receivables & Collections 1 comment

Summary:

Finance wants to allow customer service to create new customers, but want to leave the customer profile setup to finance. Can we restrict account level customer profile?

Content (required):

We want to make account level customer profile either read inly or invisible to certain users. Is this possible?

Version (include the version you are using, if applicable):


Code Snippet (add any code snippets that support your topic, if applicable):

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