We had a Member user add the CRM product to our account. I received a notification via email and removed the user from the product, but was unable to delete the product from the account. I’ve been told that Monday.com Support is also unable to delete the product from the account because we are on a nonprofit plan. This wasn’t a product that showed in our account prior to this user making this change.
Admins should be required to pre-approve product changes to the account, and we should have the ability to remove the CRM product from our account. This is really disappointing.
Moving forward, although my users are not members of the CRM product, they will all be able to see and access it – they just will not be able to make any edits. I expect this will lead to confusion and Support has essentially said there is no solution to this.
Hi Gilliam! Thanks for this feedback. I am reaching out to our support team to see if I can get more information about this. Did you send a ticket with the same email you have our community account? I will try to get some clarity around this! Thanks
Hi Juliette! I live chatted with someone named Kenneth. I’ve also looped in my account manager, Catherine Guisao, so I believe she is looking into this as well. Let me know if I can provide additional info. Thanks!
Hi, I was just able to find in Billing that you can go to the CRM tile, in the three dots top right and Delete product. Not sure if this is different on other people accounts but seems to have worked for me. Hope that helps
Thanks Andy! I tried that, but it said that I couldn’t delete it because it was during a trial period. Then when I spoke with the support team, they shared that we weren’t on a trial period since we have a non-profit account and that we won’t be able to remove it at any point. I appreciate your note!