CRM

TrujayJay
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Object settings - hide Add Existing option

SOLVE

There are some cases we have to be able to eliminate the option to Add Existing records (or Create new, depending on the situation). Please allow for more granular control when adding associations to records.

Trujay | Noah Hendricks
0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Object settings - hide Add Existing option

SOLVE

Hi @TrujayJay,

 

Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Limit-who-can-create-new-object-records-companies-dea...

 

I'd recommend upvoting and commenting, the product team reviews these requests based on demand.

 

You can also help others find the request more easily (and drive traction) by accepting go my reply as a solution. I'd appreciate it, too.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Object settings - hide Add Existing option

SOLVE

Hi @TrujayJay,

 

Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Limit-who-can-create-new-object-records-companies-dea...

 

I'd recommend upvoting and commenting, the product team reviews these requests based on demand.

 

You can also help others find the request more easily (and drive traction) by accepting go my reply as a solution. I'd appreciate it, too.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.