In my previous post about hiding fields and tabs using roles, I outlined how use roles to hide fields, etc. Here is a modification of the method to hide sections by business unit.
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Do you need to hide fields or tabs based on security roles. Here is an easy way to add the functionality to your CRM, use my code example.
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Sometimes you need to be able to have preset values, and have the duration auto-update. In this example, I will make the actual durations auto-update when one of the fields is changed. If the duration is changed, then the end date will be changed.
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By default, CRM’s quick find, the find you use on any of the standard search pages, does not let you find inactive items. Here is way to modify the system views for an entity, like the QuickFind for Cases. I modified the criteria to allow text searches to search both active and inactive cases.
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Do you want a drop down box for the state, but you don’t want to break core CRM functionality? This little onload script will show the states for the United States and Canada (You can always modify it to have more options). This will help restrict what people put in the state field by providing them a drop down box. It will also allow them to view the old text box and enter any custom information just by clicking on ‘* ENTER A CUSTOM PROVINCE *’.
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CRM 4.0has an endless amounts of system job logs. We perform automatic actions on a lot of entities, but we don’t need the log of those automatic actions beyond the end of that working day if it was Canceled or Completed Successfully. Now we can setup a custom bulk deletion job that won’t keep those successful entries.
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