CRM

noahmckeon
Top colaborador(a) | Parceiro Elite
Top colaborador(a) | Parceiro Elite

Object settings - hide Add Existing option

resolver

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
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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Object settings - hide Add Existing option

resolver

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.

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Object settings - hide Add Existing option

resolver

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.