CRM On Demand - Administration (MOSC)

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Locking A field after it has the data entered and Locking opportunities once they are closed

edited Oct 26, 2014 10:00AM in CRM On Demand - Administration (MOSC) 5 commentsAnswered

Hello.

I have two questions in regards to locking things down.

1) After someone enters an opportunity name in the field, I need to have this then automatically lock/not be able to be changed by people.  I realize this is probably a horrible idea, but it is what "the powers that be" have insisted.

2) Also, when a deal is closed out as either a win or a loss, how to I then have those fields automatically lock so that no further changes/updates can be made.

Thanks a ton.

Glen

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