• How to disable modules in Global Search Dropdown?

    Currently, when someone select the search and selects the dropdown, you see the screenshot below. How would I go about disabling: "Business Centers", "Document Merges", "Revenue Line Items", "Shift Exceptions", and "Shifts" from this menu? They don't…
  • Relationship based on another relationship

    Is it possible to create a relationship based on another relationship? For example, in Opportunities I need to add two Contact relationships to track both Commercial and Technical contacts for an Account, but I need to limit the ability to select the…