{"id":11753,"date":"2016-01-18T13:15:20","date_gmt":"2016-01-18T13:15:20","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=11753"},"modified":"2016-01-18T13:15:20","modified_gmt":"2016-01-18T13:15:20","slug":"restrict-inactive-companies-contacts-when-adding-a-new-case","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/01\/18\/restrict-inactive-companies-contacts-when-adding-a-new-case\/","title":{"rendered":"Restrict Inactive Companies & Contacts when Adding a New Case"},"content":{"rendered":"

Sage CRM provides your customer care team with the ability to record customer inquiries\/incidents. Few days back, we come up with requirement to restrict to display only Active Companies & Contacts to be displayed in Company and Person fields of Case Web Picker screen.
\n\"1\"<\/a>
\nNew Stuff:<\/span>\u00a0<\/em><\/strong>Report Category Access to particular users in Sage CRM<\/a>
\nNow, Inactive Company and Person can be restricted by adding a simple restrict statement on both the fields. Below are the steps that needs to be followed to do the same.
\n1) Navigate to Administration | Customization | Cases and click on Company (Case_PrimaryCompanyId) field.
\n\"2\"<\/a>
\n2) Below screen will get displayed. Make changes as shown in below screenshot.
\n\"3\"<\/a>
\n3)\u00a0Do the same changes for Person (Case_PrimaryPersonId) as shown below.
\n\"4\"<\/a>
\nThat\u2019s it. Now, if you check New Case screen, you will observe only Active Customer and Persons will be available in Company and Person fields.
\n\"5\"<\/a>
\nYou can apply similar change on Opportunity, Communications entity.
\nAlso Read:<\/span>
\n<\/em><\/strong>1) Save time with Case Suggestions on Customer Portal<\/a>
\n2) Sending an e-mail to customer Case is created<\/a>
\n3) Bulk Reassignment of Cases within the teams<\/a>
\n4) Remove New Company and New Person buttons from the New Case screen<\/a>
\n5) New Case\/ Opportunity Action and Workflow Activation in Sage CRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM provides your customer care team with the ability to record customer inquiries\/incidents. Few days back, we come up with requirement to restrict to display only Active Companies & Contacts to be displayed in Company and Person fields of Case Web Picker screen. New Stuff:\u00a0Report Category Access to particular users in Sage CRM Now,\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":[53,71,83,285,321,332,336,337,338,342],"tags":[504,651,720,793,833,1761,2010,2030,2031,2033,2035,2140],"class_list":["post-11753","post","type-post","status-publish","format-standard","hentry","category-cases","category-company","category-crm72","category-person","category-restriction","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-73","category-sage-crm7-3","tag-active","tag-cases","tag-company","tag-crm","tag-crm7-0","tag-person","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-sage-crm-7-3","tag-sage-crm-com"],"yoast_head":"\nRestrict Inactive Companies & Contacts when Adding a New Case - 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\/2016\/01\/18\/restrict-inactive-companies-contacts-when-adding-a-new-case\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Restrict Inactive Companies & Contacts when Adding a New Case - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM provides your customer care team with the ability to record customer inquiries\/incidents. 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