Hello, I am creating parent/child customer records...
# beginners
k
Hello, I am creating parent/child customer records and I would like to know how I could restrict sales orders/quotes/estimates from being created by CSRs and sales team on the parent record. The parent record would only be used for transactions related to Accounts Receivable.
s
I was just thinking about doing the same thing a few minutes ago
I’ll probably set up a workflow that causes an error when they try to place the order
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