Hide Follow-up fields from the Communication screen in Sage CRM

By | July 26, 2017

JavaScript or say Client side API has always been useful to make customizations in Sage CRM. Be it hide and show of the fields, adding or removal of buttons and so on. But have you ever tried to remove or hide those fields, which are visible on screen but not available at database level for respective entity.

New Stuff: Hide Reports using jQuery in Sage CRM

In this blog, we will discuss how to hide the follow up check boxes on new Appointment or new Task screens. As you know, while creating New Appointment, 2 checkboxes “Create Follow-up Task” and “Create Follow-up Appointment” comes by default and we can select any one of them at a time. If we click any of the checkbox and saves the appointment then new follow-up screen opens up by default to capture the follow-up details.

For e.g. if we select the “Create Follow-up Appointment” checkbox then the new Appointment screen will open. Or if we select the “Create Follow-up Task” checkbox then new Task screen will open. Then, we can enter the follow-up details and save the appointment.
Suppose, while creating new appointment you don’t want to show the “Create Follow-up Task” checkbox. Then to hide the checkbox, add below code into the custom content of the new appointment screen.
var arrayDoFollowUpTask = document.getElementsByName(“DoFollowUpTask”);
arrayDoFollowUpTask[0].style.visibility = hidden;
var arrayDiv = document.getElementsByTagName(“div”);
sOnclick = new String(arrayDiv[i].onclick);
arrayDiv[i].style.visibility = hidden;
After following above steps, you can see that “Create Follow-up Task” checkbox is removed from the screen.

About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.