Remove Help button link from screens

By | July 31, 2020

Sage CRM provides “Help” button on each standard screen to give information regarding that screen and fields on that screen. These buttons are helpful for user as they provide information about other button present on the screen as well. So if one doesn’t know the functionality properly they can make use of Help button.

New stuff: Notify user to complete Quote line Items

Recently one of our client came up with the requirement of removing Help button links from all Sage CRM screens.

Company Find

To achieve this customization we used jQuery functions to hide Help button from screen. If you want to do the same follow below steps:

  1. Create a JS file at below path:
    <<Sage CRM Installation Directory>>\Program Files (x86)\Sage\CRM\<<CRMINSTANCENAME>>\WWWRoot\js\Custom
  2. Add  below lines of code in custom file you have created.
    crm.ready(function()
    {
    $(‘#Button_Help’).closest(‘table’).closest(‘tr’).attr(‘style’,’display:none’);
    });
  3. Save this file.

Now if you look in CRM all help button links will be removed from all screens, refer below:

Company Find

If you want to remove this button from one particular screen for example Case Summary screen, then no need to create the custom file, you can directly add below script on custom content of that screen. Follow below steps:

  1. Log On to CRM.
  2. Navigate through below path:
    Administration|Customization|Cases|Screens|CaseDetailBox
  3. Add below script into custom content and Save.
<script>
crm.ready(function()
{
	$('#Button_Help').closest('table').closest('tr').attr('style','display:none');
});
</script>

Now Help button will be removed only from Case Summary screen.

Case Summary

Hope this was helpful!

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Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 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 migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework.

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

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