{"id":14645,"date":"2017-07-26T04:08:33","date_gmt":"2017-07-26T04:08:33","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=14645"},"modified":"2019-03-11T12:03:30","modified_gmt":"2019-03-11T12:03:30","slug":"hide-follow-up-fields-from-the-communication-screen-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/hide-follow-up-fields-from-the-communication-screen-in-sage-crm\/","title":{"rendered":"Hide Follow-up fields from the Communication screen in Sage CRM"},"content":{"rendered":"

JavaScript or say Client side API has always been useful to make customizations in Sage CRM<\/a>. 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.<\/p>\n

New\u00a0Stuff<\/em><\/strong>: <\/em>Hide Reports using jQuery in Sage CRM<\/a><\/p>\n

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 \u201cCreate Follow-up Task<\/strong>\u201d and \u201cCreate Follow-up Appointment<\/strong>\u201d 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.<\/p>\n

For e.g. if we select the \u201cCreate Follow-up Appointment<\/strong>\u201d checkbox then the new Appointment screen will open. Or if we select the \u201cCreate Follow-up Task<\/strong>\u201d checkbox then new Task screen will open. Then, we can enter the follow-up details and save the appointment.
\n\"\"<\/a>Suppose, while creating new appointment you don\u2019t want to show the \u201cCreate Follow-up Task<\/strong>\u201d checkbox. Then to hide the checkbox, add below code into the custom content of the new appointment screen.
\n<script>
\ncrm.ready(function()
\n{
\nvar arrayDoFollowUpTask = document.getElementsByName(“DoFollowUpTask”);
\narrayDoFollowUpTask[0].style.visibility = hidden;
\nvar arrayDiv = document.getElementsByTagName(“div”);
\nfor(i=0;i<arrayDiv.length;i++)
\n{
\nif(arrayDiv[i].onclick)
\n{
\nsOnclick = new String(arrayDiv[i].onclick);
\nif(sOnclick.search(\/DoFollowUpTask\/i)>-1)
\n{
\narrayDiv[i].style.visibility = hidden;
\n}
\n}
\n}
\n});
\n<\/script>
\nAfter following above steps, you can see that \u201cCreate Follow-up Task<\/strong>\u201d checkbox is removed from the screen.<\/p>\n

About Us<\/strong><\/span>
\nGreytrix<\/a> 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.<\/p>\n

Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[27,55,70,160,200,201,204,268,332,342,396],"tags":[685,715,1165,1166,1168,1471],"class_list":["post-14645","post","type-post","status-publish","format-standard","hentry","category-appointent","category-checkboxes","category-communication","category-follow-ups","category-javascript-sage-crm","category-jquery","category-js-file","category-onchangescript","category-sage-crm","category-sage-crm7-3","category-task-sage-crm","tag-client-side-api","tag-communications","tag-follow-up-appointment","tag-follow-up-checkbox","tag-follow-up-task","tag-javascript"],"yoast_head":"\nHide Follow-up fields from the Communication screen in Sage CRM - 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\/2017\/07\/26\/hide-follow-up-fields-from-the-communication-screen-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Hide Follow-up fields from the Communication screen in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"JavaScript or say Client side API has always been useful to make customizations in Sage CRM. 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