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phoebem
Contributor ⭐️⭐️
November 30, 2022
Question

Disable "Create new opportunity" button

  • November 30, 2022
  • 1 reply
  • 41 views

Hi, is there a way to disable the "Create New" button from the Opportunity tab in the CTA?
I only want the user to "Link Opportunity" but NOT to "Create New" from the CTA

 

    1 reply

    matthew_lind
    matthew_lind
    VIP ⭐️⭐️⭐️⭐️⭐️
    December 1, 2022

    @phoebem I don’t know of any way to restrict your users from creating records here. This comes up in a few other areas of Gainsight, in various manifestations in the UI, and while Gainsight has added a few more guardrails in terms of record creation, I don’t believe you can stop users from creating a linked record inside a CTA.

    Here’s where good process, clear enablement, and probably a Report to watch for any records that don’t belong can cover you until Gainsight provides the functionality you seek.

    Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
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