Would it be possible to restrict internal users from linking an Account to a Case unless Account Status is equal to a certain value?
Our Accounts must be fully compliant to company requirements before they can be assigned to a Case. Many users are ignoring the Account status and making the link which is causing audits and fines to be paid by our company. I am unsure how to go about solving this problem.
Our Accounts must be fully compliant to company requirements before they can be assigned to a Case. Many users are ignoring the Account status and making the link which is causing audits and fines to be paid by our company. I am unsure how to go about solving this problem.
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