Restrict access to certain entity with SQL conditions

By | May 30, 2016

With the help of scripting we can help our customers to achieve their requirement and make it more usable. In this blog, I will explain how we can restrict users to have access to certain entity such as Advanced Find and Keyword search which appears when Find button is clicked.

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Recently, we received one requirement from our client wherein he wanted to hide Advanced Find functionality for users other than admin. To fulfill this requirement we followed below mentioned steps:

  • Go to Administration | Advanced Customization | System Menus
  • Select Advanced Find option as shown in below image.
  • Enter SQL condition in SQL field as “User_Userid=1”
  • Click on Update and then Save

Once we have applied the SQL condition the screen will look like as shown below.
Also Read:
1. How to hide custom control when relevant tab is not active
2. Trick to remove Main Menu from pop-up windows in Sage CRM v7.2
3. How to Add or Remove tabs from My CRM
4. Hide Unwanted Buttons in Sage CRM 7.2
5. Tab Control in Sage CRM v7.2