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How can i disable the Duplicate Lead Action

  • January 15, 2024
  • 3 replies
  • 98 views
HumbertoFloresD
Sidekick (Customer)
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Hi everyone, 

i have this button in aurena “Duplicate Lead”, and i need to disable this action,  how can i do that?

Thanks For the Help.

Best answer by Buddhika Kurera

@HumbertoFloresD It is possible to control this function using permissions. However in that case users will not be able to add a new records as well. There is no direct way to disable the Duplication button while having the capability of adding a new record, AFAIK.

Customization is the possible workaround. Hope this helps !

3 replies

Buddhika Kurera
Superhero (Employee)
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  • Buddhika Kurera
  • Superhero (Employee)
  • 388 replies
  • Answer
  • January 16, 2024

@HumbertoFloresD It is possible to control this function using permissions. However in that case users will not be able to add a new records as well. There is no direct way to disable the Duplication button while having the capability of adding a new record, AFAIK.

Customization is the possible workaround. Hope this helps !

--Buddhika Kurera (buku) -- linkedin.com/in/bckurera/
HumbertoFloresD
Sidekick (Customer)
Forum|alt.badge.img+9
  • HumbertoFloresD
  • Author
  • Sidekick (Customer)
  • 38 replies
  • January 16, 2024

Please @Buddhika Kurera  can you give me more context about this i mean how can i use the permissions for restrict this option.

 

Thank you 

HumbertoFloresD
Sidekick (Customer)
Forum|alt.badge.img+9
  • HumbertoFloresD
  • Author
  • Sidekick (Customer)
  • 38 replies
  • January 18, 2024

Hi @Buddhika Kurera  can i  Hide this button on Business lead Page? is that possible ?

 


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