Thursday, February 21, 2019

Remove the Marketing Tab in the Customer Form used in Partner Center

Steps to hide the Marketing tab in the Customer Form used in the Partner Center:

1. Navigate to Customization > Forms > Entry Forms.

2. Customize a Standard Customer Form.

3. Under the Subtabs tab, uncheck the Show box for Marketing.

4. Navigate to the Roles tab.

5. In the Roles tab, check the Preferred box for the Partner Center Roles where the Marketing tab should be hidden.

6. Click Save.

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