{"id":27480,"date":"2023-08-17T10:19:49","date_gmt":"2023-08-17T10:19:49","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=27480"},"modified":"2023-08-17T10:19:53","modified_gmt":"2023-08-17T10:19:53","slug":"disable-click-to-dial-links-on-phone-number-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/","title":{"rendered":"Disable Click to dial Links on Phone Number in Sage CRM"},"content":{"rendered":"\n

Sage CRM allows to create and maintain Customer and their Account information in CRM. This information can be either their Company details, personal details, Email, phone numbers etc. We can even add multiple contact details against one company. Some industries used to do tele calling to their customers or customers calls them regarding their queries related to product. For this they use telephony systems. Since they use telephony systems to call their customers which is out of the CRM then again they have to come back in CRM and update the details regarding their calls. As you know, Telephony systems can be integrated with Sage CRM which enables employees to work more efficiently and employee\u2019s productivity increases.<\/p>\n\n\n\n

In previous versions of Sage CRM, phone numbers were stored and displayed like a simple text field data only. From the release of Sage CRM 2021 R1, a hyperlink i.e. \u201cClick to dial Links<\/strong>\u201d is provided on the phone numbers available against Company\/Person records, through which direct call can be made with the customer. These links are compatible with any telephonic device that is being used for calling. The\u00a0\u201cClick to Dial Links\u201d<\/strong>\u00a0are valid in all browsers supported by Sage CRM, however they have slightly different behavior depending on the browser and device being used. User have to only click on the phone number link and they will be redirected to the telephony device integrated with Sage CRM to make a call. Below is the blog link where we have discussed the working of \u201cClick to Dial Links<\/strong>\u201d.<\/p>\n\n\n\n

Related Stuff<\/u><\/strong>: Sage CRM 2021 R1: Click to Dial Links<\/a><\/p>\n\n\n\n

As mentioned above, using \u201cClick to dial Links<\/strong>\u201d any user in CRM can make a call to customer whether he is of Customer Service department or of Sales\/Service department. Suppose, in some industries only Customer Service department wants to do the calling to the customers. But due to the \u201cClick to dial Links<\/strong>\u201d feature every user of Sage CRM is able to view the hyperlink below the phone no. using which he can make the call. So the workaround is we have to hide the \u201cClick to dial Links<\/strong>\u201d hyperlink below the phone number for the users other than Customer Service department. To do the same follow below steps.<\/p>\n\n\n\n

1. Create a new .js file under below directory.<\/p>\n\n\n\n

\u201c<<CRM Installation Directory>>\\CRM\\<<CRM Instance>>\\WWWRoot\\js\\custom\\\u201d<\/em><\/p>\n\n\n\n

2. Add below code in the above newly created file.<\/p>\n\n\n\n

\n\"Disable<\/a><\/p>\n\n\n\n

In above code, replace <Team Id Of Customer Service><\/strong> with the id of \u201cCustomer Service<\/strong>\u201d team. You need to change it as per the id in your database.<\/p>\n\n\n\n

3. Give the Metadata refresh by navigating to Administration \u2192 System \u2192 Metadata -> Refresh all<\/strong>.<\/p>\n\n\n\n

Once the metadata is completed, clear the cookies i.e. Ctrl+F5 and you can now see that \u201cClick to dial Links<\/strong>\u201d link has been removed from the phone number from Top Content as well as from the Summary screen. Refer below screenshot for your reference.<\/p>\n\n\n\n

\n\"Phone<\/a><\/p>\n\n\n\n

In this way, we can disable the \u201cClick to dial Links<\/strong>\u201d from the phone number based on certain conditions.<\/p>\n\n\n\n

About Us<\/strong><\/span><\/p>\n\n\n\n

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

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><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ 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><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM allows to create and maintain Customer and their Account information in CRM. This information can be either their Company details, personal details, Email, phone numbers etc. We can even add multiple contact details against one company. Some industries used to do tele calling to their customers or customers calls them regarding their queries\u2026 Read More »<\/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":[50,89,97,286,4525,1],"tags":[846,1765,4349,4344,2010,4341,4455,4345],"class_list":["post-27480","post","type-post","status-publish","format-standard","hentry","category-call","category-cti","category-customer","category-phone","category-sage-crm-2021-r2","category-uncategorized","tag-cti-framework","tag-phone","tag-phone-number-link","tag-phone-numbers","tag-sage-crm","tag-sage-crm-2021-r1","tag-sage-crm-2021-r2","tag-third-party-telephony-system"],"yoast_head":"\nDisable Click to dial Links on Phone Number 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\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Disable Click to dial Links on Phone Number in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM allows to create and maintain Customer and their Account information in CRM. This information can be either their Company details, personal details, Email, phone numbers etc. We can even add multiple contact details against one company. Some industries used to do tele calling to their customers or customers calls them regarding their queries\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2023-08-17T10:19:49+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-08-17T10:19:53+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/Phone2.jpg\" \/>\n<meta name=\"author\" content=\"Greytrix\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Greytrix\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/\",\"name\":\"Disable Click to dial Links on Phone Number in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/Phone2.jpg\",\"datePublished\":\"2023-08-17T10:19:49+00:00\",\"dateModified\":\"2023-08-17T10:19:53+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/Phone2.jpg\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/Phone2.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Disable Click to dial Links on Phone Number in Sage CRM\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\",\"name\":\"Greytrix\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"caption\":\"Greytrix\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greytrix\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Disable Click to dial Links on Phone Number in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/","og_locale":"en_US","og_type":"article","og_title":"Disable Click to dial Links on Phone Number in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components","og_description":"Sage CRM allows to create and maintain Customer and their Account information in CRM. This information can be either their Company details, personal details, Email, phone numbers etc. We can even add multiple contact details against one company. Some industries used to do tele calling to their customers or customers calls them regarding their queries\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2023-08-17T10:19:49+00:00","article_modified_time":"2023-08-17T10:19:53+00:00","og_image":[{"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/Phone2.jpg","type":"","width":"","height":""}],"author":"Greytrix","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Greytrix","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/","name":"Disable Click to dial Links on Phone Number in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/#primaryimage"},"thumbnailUrl":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/Phone2.jpg","datePublished":"2023-08-17T10:19:49+00:00","dateModified":"2023-08-17T10:19:53+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/#primaryimage","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/Phone2.jpg","contentUrl":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/Phone2.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/disable-click-to-dial-links-on-phone-number-in-sage-crm\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Disable Click to dial Links on Phone Number in Sage CRM"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39","name":"Greytrix","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","caption":"Greytrix"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greytrix\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/27480","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=27480"}],"version-history":[{"count":15,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/27480\/revisions"}],"predecessor-version":[{"id":27497,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/27480\/revisions\/27497"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=27480"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=27480"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=27480"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}