CRM

noahmckeon
Contributeur de premier rang | Partenaire solutions Elite
Contributeur de premier rang | Partenaire solutions Elite

Object settings - hide Add Existing option

Résolue

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.

SyncMatters | Noah McKeon
0 Votes
1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Object settings - hide Add Existing option

Résolue

Hi @noahmckeon,

 

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.

Voir la solution dans l'envoi d'origine

1 Réponse
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Object settings - hide Add Existing option

Résolue

Hi @noahmckeon,

 

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.