{"id":9720,"date":"2015-02-16T07:13:41","date_gmt":"2015-02-16T07:13:41","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9720"},"modified":"2015-02-16T07:13:41","modified_gmt":"2015-02-16T07:13:41","slug":"eliminate-type-field-in-company-entry-screen-of-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/02\/16\/eliminate-type-field-in-company-entry-screen-of-sage-crm\/","title":{"rendered":"Eliminate Type field in Company Entry Screen of Sage CRM"},"content":{"rendered":"<p>Recently on the community forums, we came across a question where the user wanted to eliminate Type checkboxes which are available on Company Entry screen in the Person block. Read on to see how it can be done.<br \/>\n<em><strong><span style=\"color: #993300;\">New Stuff<\/span><\/strong><span style=\"color: #993300;\">:<\/span><\/em>\u00a0<a title=\"Default Escalations in CRM 7.3\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/02\/06\/default-escalations-in-crm-7-3\/\" target=\"_blank\">Default Escalations in CRM 7.3<br \/>\n<\/a>Steps to Remove Type field are as follows.<br \/>\n1) Log into Sage CRM as Sage CRM Administrator.<br \/>\n2) Navigate to Administration | Customization | Translations.<br \/>\n3) Enter Caption Family as <strong>Link_CompPers<\/strong> and search for the Translation records as shown below.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/02\/Type1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-9723\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/02\/Type1.jpg\" alt=\"Type1\" width=\"633\" height=\"470\" \/><br \/>\n<\/a>4)\u00a0Once done, you just need to click on the hyperlink of Caption Code that you want to remove. Suppose you want to remove Sales, then just select Sales and Click on Delete button.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/02\/Type2.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-9725\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/02\/Type2.jpg\" alt=\"Type2\" width=\"631\" height=\"356\" \/><\/a><br \/>\n5) Once done, you will observe that the Company Entry Screen will eliminate the Billing and Shipping type checkboxes from the screen.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/02\/Type3.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-9724\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/02\/Type3.jpg\" alt=\"Type3\" width=\"634\" height=\"386\" \/><\/a><strong><em><br \/>\n<span style=\"color: rgb(153, 51, 0);\">Also Read:<\/span><br \/>\n<\/em><\/strong>1) <a title=\"Hide Type field in Address panel of Sage CRM\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/04\/05\/hide-type-field-in-address-panel-of-sage-crm\/\" target=\"_blank\">Hide Type field in Address panel of Sage CRM<br \/>\n<\/a>2)<a title=\"How Address, Company Person links are stored\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/30\/how-address-company-person-links-are-stored\/\" target=\"_blank\"> How Address, Company Person links are stored<br \/>\n<\/a>3) <a title=\"How to add the Mobile Phone and Private Phone fields to the views being used by Find screens, Reports and Groups\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/04\/20\/how-to-add-the-mobile-phone-and-private-phone-fields-to-the-views-being-used-by-find-screens-reports-and-groups\/\" target=\"_blank\">How to add the Mobile Phone and Private Phone fields to the views being used by Find screens, Reports and Groups<br \/>\n<\/a>4) <a title=\"How the address is arranged over multiple lines?\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/02\/15\/how-the-address-is-arranged-over-multiple-lines\/\" target=\"_blank\">How the address is arranged over multiple lines?<br \/>\n<\/a>5) <a title=\"Phone Email block on a single screen\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/03\/01\/phone-email-block-on-a-single-screen\/\" target=\"_blank\">Phone Email block on a single screen<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Recently on the community forums, we came across a question where the user wanted to eliminate Type checkboxes which are available on Company Entry screen in the Person block. Read on to see how it can be done. New Stuff:\u00a0Default Escalations in CRM 7.3 Steps to Remove Type field are as follows. 1) Log into\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/02\/16\/eliminate-type-field-in-company-entry-screen-of-sage-crm\/\">Read More &raquo;<\/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":[55,71,83,130,336,337,342,410],"tags":[667,720,833,1039,1908,2010,2030,2031,2033,2140,2478],"class_list":["post-9720","post","type-post","status-publish","format-standard","hentry","category-checkboxes","category-company","category-crm72","category-eliminate","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm7-3","category-type","tag-checboxes","tag-company","tag-crm7-0","tag-eliminate","tag-remove","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-sage-crm-com","tag-type"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Eliminate Type field in Company Entry Screen 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\/2015\/02\/16\/eliminate-type-field-in-company-entry-screen-of-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Eliminate Type field in Company Entry Screen of Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Recently on the community forums, we came across a question where the user wanted to eliminate Type checkboxes which are available on Company Entry screen in the Person block. 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