By far we all know, Sage CRM is used to capture and manage Business’s Sales and Service data along with the proper linking/management with respective Customers. Entities such as Case, Lead, Opportunity, Quotes and Orders etc. helps in recording Sales and Service data in system. Users can capture the data in these entities using the New button available at top right hand side corner as shown below.
New Stuff: Hide … (Ellipses) Tab from Tab Group in Sage CRM
Recently we came across a requirement, where the data which is being entered in the system needs to be done from Company context only to ensure the proper Company linking. For this we have to hide the New button. To achieve the same we followed below steps.
- Login into CRM.
- Go to Administration -> System -> Metadata.
- Check Refresh All checkbox and click on Execute Refresh button.
Navigate to any screen in CRM, you can see that New button on the top right corner is now unseen.
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