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Always start include thru leads
#1
My user, wish only your time, create a new client thru "module lead"

that is, only by this form

include lead -> make conversion

Never, user should created directly account.

I think if I blocked Create in user perfil, user cannot convert a lead, too, right?

There any way, to do that?

Not created Account directly, without create a lead previouly ?
Ranieri
eCRM Web
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#2
You are right this cannot be done using permissions system because if you block account creation you will not be able to convert the lead.

I would create a custom validation rule for accounts to detect that the user is trying to create and inform them that it is not allowed. Validation rules are not executed on lead conversion.
Joe
TSolucio
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#3
Ok, I will try this.

Thanks!
Ranieri
eCRM Web
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#4
I was thinking, flag is converted by lead, not could be use for this test?
Ranieri
eCRM Web
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#5
No, because this field is read-only and set directly by the conversion process AFTER the save, so you can't stop the creation based on that field.
Joe
TSolucio
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