MichaelMurphree
4 years agoQrew Member
Adding a record
I am close to completing a Sales CRM for my organization. I have structured it in a way that "forces" the user to create all required records to support an opportunity.
However, using the "+" icon on the top right ribbon of the QuickBase application breaks the continuity, i.e., it will allow a user to create a contact without any associated company, an opportunity without an associated contact, a solution without an associated opportunity, etc. Is there any way to restrict the user from accessing the "+" icon?
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Michael Murphree
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However, using the "+" icon on the top right ribbon of the QuickBase application breaks the continuity, i.e., it will allow a user to create a contact without any associated company, an opportunity without an associated contact, a solution without an associated opportunity, etc. Is there any way to restrict the user from accessing the "+" icon?
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Michael Murphree
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