Remove Constituency Add Form link from the "Add User Defined Constituency & the Special User - Defined Constituency Assignment under Task

Our Fundraisers are not allowed to select the "Add User Defined Constituency" and I figured out how to remove this access for them by removing the "Constituency Add Form". But when the Fundraisers need to go to the Prospect Record, they should have the access to select either "Prospect - Major Gift" or Prospect - Planned Gift" under the "Special User - Defined Constituency Assignment (under Tasks). The only way for the "Special User - Defined Constituency Assignment" to show up under task is if, we assign the "Constituency Add Form". Unfortunately, these users can't have both access.
  • Guest
  • Jun 29 2015
  • Attach files
  • +3