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CRM Idea Center
Status Future consideration
Categories Referrals
Created by Ashley Scrimo
Created on Jan 3, 2024
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit CRM-I-541 Disable the end user permission to change or update Referral Ownership .

Implement field locking for changing referral owners on a referral in CRM Merged

To prevent unintentional edits on referrals, please add the ability for customers to lock certain fields like referral owners on the referrals from being changed. Users still need the ability to edit referrals though so they can update the Manager Override field.