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Silver Contributor
Posts: 835
Registered: ‎03-24-2009

Secured Action Catch 22: Add Contact

I've got a client that is locking down Add Account to a 'team' of dedicated CRM professionals that know a Dupe when they see one and are paid by how many fields they fill out perfectly....unlike your average salesperson......[just teasing].


So users can't add an account......


OOTB give the users Add Contact......


and you guessed it, they can't add a contact....




Because the addContactAccount selector form is tied to a guessed it Add Account.....


MeThinks that the Dev guys at SalesLogix aren't talking to the guys in the street who are actually using the SalesLogix product from a motel room before a big presentation to Wal-Mart.


This is poorly executed.....and leaves the partner community footing the bill for 'customizing' OOTB functionality.....




RJ Samp
Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Secured Action Catch 22: Add Contact

Good catch - Many customers do not allow the adding of Accounts but do allow adding Contacts.


I hope this was not an intentional "design" and really a bug. 

RJ Ledger - +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..." - blog: