Hide Phone and Email from Top Content

By | December 27, 2016

Top content screens in Sage CRM gives quick overview of the entity without having to look at the entire summary screen. Sometimes there is a requirement from client that they need some additional information in the top content and this can be achieved with the help of below blog link.
Related Post: Additional Information in Entity Top Content Screens – Sage CRM v7.2
As per the above link, you would have come to know that we can add the extra information in the top content screen. But there is no provision to remove the standard fields from top content screen. As you can see that, the Top content screen does not contain the standard fields. In this blog, we will discuss about removing the standard fields.
Let’s consider an example where user wants to hide the Phone and Email from Top content of a Case. Below is the screenshot of Case summary screen with Phone and Email fields in top content.
PhoneEmail1
Below are the steps that you need to follow:
1. Login to Sage CRM.
2. Go to Administration | Customization | Cases | Screens | CaseDetailBox.
3. Copy and Paste below code into the Custom Content section of screen.
<script>
crm.ready(function ()
{
                if(document.getElementsByClassName(“TOPCAPTION”))
                {
                                $(‘.TOPCAPTION’).each(function()
                                {
                                                if($(this).text()==’Phone:’)
                                                {
                                                                $(this).hide();
                                                                $(‘.TOPSUBHEADING’).each( function( i, el )
                                                                {
                                                                                var elem = $(el);
                                                                                if(i==”2″)
                                                                                {
                                                                                                $(this).hide();
                                                                                }             
                                                                });                                                          
                                                }                                             
                                                if($(this).text()==’E-mail:’)
                                                {
                                                                $(this).hide();
                                                                $(‘.TOPSUBHEADING’).each( function( i, el )
                                                                {
                                                                                var elem = $(el);                                                                               
                                                                                if(i==”3″)
                                                                                {
                                                                                                $(this).hide();
                                                                                }
                                                                });
                                                }
                                });
                }
})
</script>
4. Click on Save button.
Once done navigate to the Case summary screen and you can see that Phone and Email fields has been removed from Top Content screen. Refer below screenshot for your reference.
PhoneEmail2
 
Hope this helps!
Also Read:
1. Hide Unwanted Standard fields from Top Content area Using jQuery
2. Customize your Top Content
3. Adding Extra information in Top Content
4. Modify font size of fields added in Entity Top Content screen
5. Displaying a Popup window in Sage CRM 7.2 without Menu button and Top Content section