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How to Disable or Hide creation button in Activities

edited May 8, 2024 9:18AM in Sales 2 comments

Summary:

We want to hide or disable the create button in Activities (Create Appointment, Create Call Report, Log a Call, and Create Task) and make the records read-only.

Content (please ensure you mask any confidential information):

We want to hide or disable the create button in Activities and make the records read-only.

We are trying to use roles to restrict the creation and update of an activity record by removing privileges in some of the assigned roles to the user, but the user is still able to create and update a record.

These are the privileges that we already excluded:

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