Question

Hiding Tabs on Contact Screen

B
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Using 2023R2, I want to hide the following tabs:

Using roles, I’ve been able to hide all but CRM Info, Relations and Marketing Lists.  I can seem to find the screens/actions to revoke in the Access Rights by Screen or Roles screens.  Any guidance?

5 replies

K
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Gets a little tricky sometimes but I would suggest looking for the fields itself under each Entity available and see if that brings you to the Goal

Sometimes using the Field Inspection to see the DAC and Business Logic helps too

B
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@krausef77 I tried that and still nothing jumps out.  I guess I need confirmation the visibility for those tabs can be controlled with roles before I continue my hunt.  At some point, it will be easier to modify the screen code.

darylbowman
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CRM Info is not a separate view, but simply a collection of fields with no better place to go. Customization is definitely the better route here. It’s this easy:

 

Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
B
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@darylbowman Thanks Daryl.  And use the VisibleExp to control by role?

darylbowman
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Can’t tell you that. Never used it.

Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman

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