{"id":24526,"date":"2020-09-04T09:17:31","date_gmt":"2020-09-04T09:17:31","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24526"},"modified":"2020-09-04T09:17:33","modified_gmt":"2020-09-04T09:17:33","slug":"disable-find-screen-hyperlink-on-recent-list-of-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/09\/04\/disable-find-screen-hyperlink-on-recent-list-of-sage-crm\/","title":{"rendered":"Disable find screen Hyperlink on recent List of Sage CRM"},"content":{"rendered":"\n<p>In today\u2019s rapidly growing world of technology, people tend to look out for features within a system that would help with the output with less number of actions and a quick response time. The bigger the process flow to get a desired output, the more the time consumed. By keeping the main focus on this point, <a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\" target=\"_blank\" rel=\"noreferrer noopener\">Sage CRM<\/a> has always tried to deliver many such user-friendly features that will be termed eye-catchy for its users.<\/p>\n\n\n\n<p>One of such features of Sage CRM is the Recent list. Recent list is considered as one of the point to search or open a particular record in CRM. The main agenda of Recent list is to make the records or transactions recently visited or recently opened by the users readily available within the list. This in turn helps to save the time of the user working on it as one can directly jump to the summary of specific entity\u2019s record, rather than first opening the Find screen, searching the data\/record and then navigating to the summary screen.<\/p>\n\n\n\n<p>Not only this, but the Recent list has been termed flexible enough to easily move to a specific entity\u2019s search screen by clicking on the Entity name; since it is readily available for all the standard entities of CRM such as company, person, cases etc. Apart from this, it is quite easy to enable the record entry in recent list for Custom entities.<\/p>\n\n\n\n<p><em><strong>New Stuff:<\/strong><\/em> <a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/08\/31\/log-me-in-to-calendar-task-view\/\" target=\"_blank\">Log me in to Calendar Task view<\/a><\/p>\n\n\n\n<p>One of our clients had a requirement of restricting some of the users with the Opportunity search screen in their system.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/01_Find-Opportunity-Option-is-Hidden.jpg\" target=\"_blank\" rel=\"noopener noreferrer\">\n<img class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" \nsrc=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/01_Find-Opportunity-Option-is-Hidden.jpg\" alt=\"Find Opportunity Option is Hidden\"><\/a>\n\n<font size=\"2\"><center><i>Find Opportunity Option is Hidden<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n<p>Doing so was feasible with the help of some SQL conditions on the system menus; however these users were still able to open the Opportunity search screen and get a view of all the records. That was done with the help of Recent list. As mentioned above, clicking on the Entity name from the recent list also had the provision to open up the Entity search screen and it was exactly what helped user\u2019s get through it.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/02_Find-screen-hyperlink-for-opportunity-entity.jpg\" target=\"_blank\" rel=\"noopener noreferrer\">\n<img class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" \nsrc=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/02_Find-screen-hyperlink-for-opportunity-entity.jpg\" alt=\"Find screen hyperlink for opportunity entity\"><\/a>\n\n<font size=\"2\"><center><i>Find screen hyperlink for opportunity entity<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n<p>To restrict them, we had to disable the Opportunity find screen hyperlink available on the Recent list with the help of below steps &#8211;<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Create a new js page with the proper name and add the below code into the js page. Refer below screen shot for your reference.<\/li><\/ol>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/03_js-page-for-disabling-hyperlink.jpg\" target=\"_blank\" rel=\"noopener noreferrer\">\n<img class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" \nsrc=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/03_js-page-for-disabling-hyperlink.jpg\" alt=\"js page for disabling hyperlink\"><\/a>\n\n<font size=\"2\"><center><i>js page for disabling hyperlink<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\"><li>Now go to the below path and add the js file created in first step: Drive:\\Program Files (x86)\\Sage\\CRM\\InstanceName\\WWWRoot\\js\\custom\\<\/li><li>Once done with above two steps, ask all users to clear the browser&#8217;s cookies.<\/li><li>Now login into the CRM and go the recent list, you can see that the Find screen hyperlink is disabled for opportunity entity on recent list. Refer below screenshot for the same.<\/li><\/ol>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/04_Disabled-Find-screen-hyperlink-for-Opportunity-Entity.jpg\" target=\"_blank\" rel=\"noopener noreferrer\">\n<img class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" \nsrc=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/04_Disabled-Find-screen-hyperlink-for-Opportunity-Entity.jpg\" alt=\"Disabled Find screen hyperlink for Opportunity Entity\"><\/a>\n\n<font size=\"2\"><center><i>Disabled Find screen hyperlink for Opportunity Entity<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n<p>In this way, we managed to disable the Opportunity Find screen hyperlink on recent list. One can easily disable Find screen hyperlink for any other standard entities like person, company, lead, cases etc. or even custom entities as well using the same logic in Sage CRM.<\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In today\u2019s rapidly growing world of technology, people tend to look out for features within a system that would help with the output with less number of actions and a quick response time. The bigger the process flow to get a desired output, the more the time consumed. By keeping the main focus on this\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/09\/04\/disable-find-screen-hyperlink-on-recent-list-of-sage-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,20,73,92,117,119,137,157,204,219,220,269,283,284,302,310,332,335,3986,353],"tags":[970,4203,4202,4204,3335,4205,1880,3856,2242,2243],"class_list":["post-24526","post","type-post","status-publish","format-standard","hentry","category-administrator","category-advanced-find","category-configuration","category-custom-entity","category-disable","category-display","category-entity","category-find-sage-crm","category-js-file","category-list","category-lists","category-opportunity-sage-crm","category-permission","category-permissions","category-quick-find","category-records","category-sage-crm","category-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-search-screen","tag-disable","tag-disable-find-screen-hyperlink","tag-disable-find-screen-hyperlink-on-recent-list-of-sage-crm","tag-find-screen","tag-find-screen-in-sage-crm","tag-hyperlink-on-recent-list","tag-recent","tag-recent-list","tag-search-functionality","tag-search-screen"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Disable find screen Hyperlink on recent List of 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\/2020\/09\/04\/disable-find-screen-hyperlink-on-recent-list-of-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Disable find screen Hyperlink on recent List of Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In today\u2019s rapidly growing world of technology, people tend to look out for features within a system that would help with the output with less number of actions and a quick response time. 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