Hide/Show dashboard in CRM

By | February 28, 2017

It has been an amazing day today as I was aware that it would be one of the shortest topic ever written on any CRM feature. Well, today we will see about how we can hide/show dashboard tab from CRM using one of the below scenarios.
New Stuff: Align field data to Right Hand Side on Edit and Summary Screen
Scenario 1: Disabling Dashboard Tab for All Users
If Dashboard needs to be disabled for all the users then below steps can be followed.
1. Login to Sage CRM
2. Go To Administration | System | System Behavior
3. Click on Change button
4. Select “No” option from Dashboard Enabled field
5. Click Save button
6. Logoff and Login to Sage CRM
Scenario 2: Disabling Dashboard Tab for Specific Users
If Dashboard needs to be disabled for specific users then below steps can be followed.
1. Login to Sage CRM
2. Go To Administration |Advanced Customization | System Menu |Users
3. Select Dashboard option from list
4. Enter Value in below given field

SQL= User_userid=1
OR
SQL= user_primarychannelid=1

5. Click on Update and Save button
6. Go To Administration | Customization | Company | tabs
7. Select Dashboard option from list
8. Enter Value in below given field

SQL= User_userid=1
OR
SQL= user_primarychannelid=1

9. Click on Update and Save button
Also Read:
1. Cloning Interactive Dashboard
2. Hide Interactive Dashboard Panel for Non Admin User
3. Hide New Dashboard, New Gadget and Template from Interactive Dashboard for Non Admin User
4. Remove Toolbox from Gadgets in Interactive Dashboard
5. Remove Gadget Name from Dashboard