{"id":1749,"date":"2012-04-18T14:51:48","date_gmt":"2012-04-18T14:51:48","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=1749"},"modified":"2012-04-18T14:51:48","modified_gmt":"2012-04-18T14:51:48","slug":"remove-new-company-and-new-person-buttons-from-the-new-case-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/04\/18\/remove-new-company-and-new-person-buttons-from-the-new-case-screen\/","title":{"rendered":"Remove New Company and New Person buttons from the New Case screen"},"content":{"rendered":"

Usually the client\u2019s requirements are something to do with enhancing the existing screens or functionality. However sometimes we do come across requirements where they need to remove some features from existing standard screens. Its generally not recommended to take drastic steps but it was a business need.
\nSage CRM provides us with options to Create New Company and New Person when we are creating New Case. This simplifies the process of creating New Company and then creating cases against it. The New Company and New Person buttons are provided in the For block section in the screen as shown in the below screen shot.
\n\"\"<\/a>
\nHowever the requirement was to remove these buttons as the client did not want the user to create new company or person while creating New Case, instead use the existing ones.
\n\"\"<\/a>
\nTo achieve this we need to add the below script in the custom content section of the CommWebPicker<\/strong> screen.
\n<script for=window event=onload>
\n\/\/’Remove New Company button
\nRemoveButton(“New Company”,”NewCompany”);
\n\/\/’Remove New Person button
\nRemoveButton(“New Person”,”NewIndividual”);
\n\/\/’ Remove New Button
\nfunction RemoveButton(sCaptionName,sImageName)
\n{
\nfor(i=0;i<document.all.length;i++)
\n{
\nif(document.all[i].className==”SmallButtonItem”)
\n{
\nif(document.all[i].outerHTML.search(“For”)>-1)
\n{\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 if((document.all[i].outerHTML.search(sImageName+”.gif”)>-1) || (document.all[i].outerHTML.search(sCaptionName)>-1))
\n{
\ndocument.all[i].style.visibility = hidden;
\n}
\n}
\n}
\n}
\n}
\n<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"

Usually the client\u2019s requirements are something to do with enhancing the existing screens or functionality. However sometimes we do come across requirements where they need to remove some features from existing standard screens. Its generally not recommended to take drastic steps but it was a business need. Sage CRM provides us with options to Create\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":[332,351],"tags":[],"class_list":["post-1749","post","type-post","status-publish","format-standard","hentry","category-sage-crm","category-screen-sage-crm"],"yoast_head":"\nRemove New Company and New Person buttons from the New Case screen - 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\/2012\/04\/18\/remove-new-company-and-new-person-buttons-from-the-new-case-screen\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Remove New Company and New Person buttons from the New Case screen - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Usually the client\u2019s requirements are something to do with enhancing the existing screens or functionality. 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