CRM On Demand - Administration (MOSC)

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Preventing creating of task.

edited Feb 4, 2011 3:38AM in CRM On Demand - Administration (MOSC) 4 commentsAnswered ✓
Hi,

I was wondering if there is a way of adding exception for not creating taskd, based on a users role.

I currently a task is autocreated, if a new account is created.However the challenge is that this will create a task for all users. I can specify that the <owner><>'ABC' but instead what I want to do is, if the owners role is not equal to lets say manager or admin or team leader then do not create a task.

Thanks

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