Hi,
Is there anyway of hiding the Leads entity within Sage CRM Online? The user does not use Leads and does not want to see the Leads entity anywhere.
Thanks
Change the security profile to exclude rights to view Lead records. If a user can not see any Lead records then the options will disappear from the menus.
Tried that Jeff, but still see the Leads Tab.
OK, my next cunning plan...
In the admin screens, when you look at the definition of a tab group, you will see that individual tabs had an SQL clause next to them. Add 1=2 against the Lead tab and then no one will see the Lead tab again. It isn't deleted just suppressed.
Thanks Jeff. I'll give that a shot.
That worked. Thanks Jeff. However, there are a couple of other entities it needs to be done in. :)
*Community Hub is the new name for Sage City