Hi folks! Hope you all know the importance of Lead entity in Sage CRM, and also you all must be familiar of “Customer Details” and “Primary Contact Details” blocks available on lead summary screen. These two block has two hyperlinks on it (i.e. Add or Find this Customer & Add or Find this Person). See below screenshot for your reference.
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When you click on the “Convert to Opportunity” button Sage CRM shows “Possible Person Match” message which alert user to choose the correct record from the list of matching records.
Through this blog I will help you to hide “Add or Find this Person” and “Possible Person Match” hyperlink from lead summary screen by simply using below snippet. Just you need to call below mentioned function On-load Script of Lead screen.
function fn_HandlePersonDedupe()
{
//’Remove add or remove button
var oButtonItems = document.getElementsByClassName(“SmallButtonItem”);
if(oButtonItems.length>0)
{
for(i=0;i<oButtonItems.length;i++)
{
if(oButtonItems[i].innerHTML.search(“Add or Find this Person”)>=0)
{
oRow = oButtonItems[i].parentElement.parentElement;
oRow.deleteCell(0);
oRow.deleteCell(0);
}
}
}
//’Remove possible person match message
var oInfoContents = document.getElementsByClassName(“InfoContent”);
if(oInfoContents.length>0)
{
for(i=0;i<oInfoContents.length;i++)
{
if(oInfoContents[i].innerHTML.search(“Possible Person Match”)>=0)
{
oRow = oInfoContents[i].parentElement;
oRow.deleteCell(0);
}
}
}
}
After calling the above function the required link and message got hide from the Lead screen. See below screenshot for your reference.
Also Read:
1. Codeless Customization: Add Custom Entities to Find Screen when accessed through iPhone
2. How to add the Mobile Phone and Private Phone fields to the views being used by Find screens, Reports and Groups
3. Adding Search Select Advanced Field on Web Order Entry Screen
4. Add Print Button to Print Entity information in Sage CRM v7.2
5. Codeless Customization: Add Custom Entity New Screen when accessed through iPhone
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