Hello!
There are five companies in my tenant and each of them are using Customer Contracts for same customers.
Currently it does not restrict customer contracts between companies.
Is there any way of doing this?
Amanda
Answer
Customer Contract Restrictions
Best answer by meganfriesen37
Not Currently. This might be something you could do via a customization. It’s also something that we’ve run into ourselves.
The odd thing is that the Contracts DAC is tracking a Default Branch for the contract (which seems to come from the logged in branch when the contract was created). This field isn’t visible on the Contract profile though and there doesn’t seem to be a way to edit it.
I’ve created an idea here:
+12Not Currently. This might be something you could do via a customization. It’s also something that we’ve run into ourselves.
The odd thing is that the Contracts DAC is tracking a Default Branch for the contract (which seems to come from the logged in branch when the contract was created). This field isn’t visible on the Contract profile though and there doesn’t seem to be a way to edit it.
I’ve created an idea here:
Megan Friesen, Contego Software Solutions, Canada
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