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Hello,

I am having an issue trying to find where in the access rights I can allow a role to create activities & tasks on a Lead record. The users can create and view tasks from the task screen as well as relate the task to a lead. But on the lead page, the activity buttons are grayed out. I have a sandbox environment where the same users with the same roles are able to create activities on lead records. I cannot find the difference between the two environments. 


Thanks for the help,
Tyler

 

 

If the user has “View Only” or “Edit” access to the Leads screen, they cannot insert any new records/lines including new activities.  You may have to change their access level.

@meganfriesen37 Thank you! I forget Edit is before Insert in the permission hierarchy for Acumatica. I changed the permissions to Insert for that screen and it solved the issue.

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