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Categories CRM App
Created by Guest
Created on May 10, 2023

Disable management of account managers in CRM if synced from ERP

There is a CRM system option for updating account managers to match the ERP system (imported onto CRM sales ledger records) overnight. If this is enabled, you should not be able to change account managers on Company/Group records, as it will alway be overwritten every night.

We should make the fields on Company/Group records read-only if this option is set, with a tooltip explanation as to where they are being imported from, so users can disable this if they wish to manage it in CRM instead.

It would also be a good idea for systems that don't allow you to set account managers on ledgers in the ERP to have this system option disabled by default, until we can integrate to it if it is implemented in the ERP at a later date.

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