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Custom Forms for Lead/Prospect Contact & Customer Contact

edited Dec 3, 2019 11:53AM in SuiteCloud / Customization 5 comments

It has just occurred to me we have a huge loop hole as far as access to edit customer contacts. 

Our situation:  We use web services to maintain all customer demographics and customer contacts from our internal processing database.  Users should have "edit" rights to lead/prospect contacts but NOT CUSTOMER CONTACTS.   All editing on a CUSTOMER CONTACT should be completed in our internal processing database, resulting in the NS CUSTOMER CONTACT record updated via web service.

I was able to customize three forms for the entities - lead/prospect/customer - and disable/inline the fields that should not be edited. 

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