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This is my first post but I could really do with some help.
I have created my Dimensions that I see applicable to customers and then some that I see applicable for Items.
For my customers. I have created a dimension with a list of options of "Gold Customer, Silver Customer, Bronze Customer".
For my items. I have created a dimension with a list of options of "Key items, Add on Items, Other Items".
I do not want my product team to be able to allocate the customer dimension to the item card and then conversely, I do not want my customer service team to allocate item dimensions on the customer card. Can I restrict this so each team can only see the dimension relevant to the card they are responsible for?
I would really appreciate some advice on this.
There is no way to do this without customization. Standard allows you to pick any dimension.
Why you don’t add the required fields in the table, add an Option field in Items table with the needed values, also add an Option field in the Customers table with the needed values. In this way you can specify a value for each item/customer.
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