CRM On Demand - Administration (MOSC)

MOSC Banner

Can we require users to create Opportunities from the Account?

edited Jun 4, 2013 4:46AM in CRM On Demand - Administration (MOSC) 2 commentsAnswered
We are trying to require users go to the Account to enter Opportunities. Currently a few users are going to the Opportunity tab or the Action Bar and associating the wrong Acct.  Our setup allows users to have access to most Accounts, but not all Opportunities.  Users should only associate Opportunities to Accounts they own or are a member of the team.

Thanks.

Howdy, Stranger!

Log In

To view full details, sign in to My Oracle Support Community.

Register

Don't have a My Oracle Support Community account? Click here to get started.

Category Leaderboard

Top contributors this month

Instructions for posting

×

1. Select a discussion category from the picklist.


2. Enter a title that clearly identifies the subject of your question.


3. In the body, insert detailed information, including Oracle product and version.


Please abide by the Oracle Community guidelines and refrain from posting any customer or personally identifiable information (PI/CI).


Cloud / Fusion customers - Our Cloud community has moved! Please go to Cloud Customer Connect .


New to My Oracle Support Community? Visit our Welcome Center

MOSC Help Center