{"id":10594,"date":"2015-06-26T10:02:06","date_gmt":"2015-06-26T10:02:06","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=10594"},"modified":"2015-06-26T10:02:06","modified_gmt":"2015-06-26T10:02:06","slug":"hiding-add-or-find-person-hyperlink","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/06\/26\/hiding-add-or-find-person-hyperlink\/","title":{"rendered":"Hiding Add or Find Person hyperlink"},"content":{"rendered":"

Hi folks! Hope you all know the importance of Lead entity in Sage CRM, and also you all must be familiar of \u201cCustomer Details\u201d<\/strong> and \u201cPrimary Contact Details\u201d<\/strong> blocks available on lead summary screen. These two block has two hyperlinks on it (i.e. Add or Find this Customer & Add or Find this Person)<\/strong>. \u00a0See below screenshot for your reference.
\nNew Stuff:<\/strong>\u00a0Importance of CRM ERP integration<\/a>
\n\"Blog<\/a>
\nWhen you click on the \u201cConvert to Opportunity\u201d<\/strong> button Sage CRM shows \u201cPossible Person Match\u201d<\/strong> message which alert user to choose the correct record from the list of matching records.
\nThrough this blog I will help you to hide \u201cAdd or Find this Person\u201d<\/strong> and \u201cPossible Person Match\u201d <\/strong>hyperlink from lead summary screen by simply using below snippet. Just you need to call below mentioned function On-load Script of Lead screen.
\nfunction fn_HandlePersonDedupe()
\n{
\n\/\/’Remove add or remove button
\nvar oButtonItems = document.getElementsByClassName(“SmallButtonItem”);
\nif(oButtonItems.length>0)
\n{
\nfor(i=0;i<oButtonItems.length;i++)
\n{
\nif(oButtonItems[i].innerHTML.search(“Add or Find this Person”)>=0)
\n{
\noRow = oButtonItems[i].parentElement.parentElement;
\noRow.deleteCell(0);
\noRow.deleteCell(0);
\n}
\n}
\n}
\n\/\/’Remove possible person match message
\nvar oInfoContents = document.getElementsByClassName(“InfoContent”);
\nif(oInfoContents.length>0)
\n{
\nfor(i=0;i<oInfoContents.length;i++)
\n{
\nif(oInfoContents[i].innerHTML.search(“Possible Person Match”)>=0)
\n{
\noRow = oInfoContents[i].parentElement;
\noRow.deleteCell(0);
\n}
\n}
\n}
\n}
\nAfter calling the above function the required link and message got hide from the Lead screen. See below screenshot for your reference.
\n\"Blog<\/a>
\nAlso Read:<\/strong>
\n1. Codeless Customization: Add Custom Entities to Find Screen when accessed through iPhone<\/a>
\n2. How to add the Mobile Phone and Private Phone fields to the views being used by Find screens, Reports and Groups<\/a>
\n3. Adding Search Select Advanced Field on Web Order Entry Screen<\/a>
\n4. Add Print Button to Print Entity information in Sage CRM v7.2<\/a>
\n5. Codeless Customization: Add Custom Entity New Screen when accessed through iPhone<\/a>
\n <\/p>\n","protected":false},"excerpt":{"rendered":"

Hi folks! Hope you all know the importance of Lead entity in Sage CRM, and also you all must be familiar of \u201cCustomer Details\u201d and \u201cPrimary Contact Details\u201d blocks available on lead summary screen. These two block has two hyperlinks on it (i.e. Add or Find this Customer & Add or Find this Person). \u00a0See\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[38,52,177,234,332],"tags":[],"class_list":["post-10594","post","type-post","status-publish","format-standard","hentry","category-block-sage-crm","category-caption","category-hyperlink","category-map","category-sage-crm"],"yoast_head":"\nHiding Add or Find Person hyperlink - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/06\/26\/hiding-add-or-find-person-hyperlink\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Hiding Add or Find Person hyperlink - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Hi folks! Hope you all know the importance of Lead entity in Sage CRM, and also you all must be familiar of \u201cCustomer Details\u201d and \u201cPrimary Contact Details\u201d blocks available on lead summary screen. 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