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Enable Security Role for Quick Create form

Author Name: Henri Lo

We have several business unit using the same entity, eg. Enquiry but some business units do not want to use Quick Create, and some need but different form layout.

So, we need the Quick Create form to be customisable for each business unit.

Status: Under Review
Regular Visitor
Status changed to: Under Review
Regular Visitor
Thank you for your feedback. Currently this is not in our immediate roadmap, however, we are tracking it and if we indeed get more feedback and votes, we may consider it in future.
Regular Visitor

Extremely useful for company with multiple business units

New Member

We also have this requirement. Multiple businesses within umbrella organisation. Each business has their own sales teams with unique processes thanks to differences in their industries and customers and as such different requirements for quick create capture.