- Removing Quotes, Opportunities, Invoices Tab
- Posted by Nicos Papaioannou on September 10th, 2004
Is there a way to remove the quotes, opportunities and invoices tab
from the 'Sales' section of the 'Account' record ?
Our client does not use any of the opportunities, quotes and invoices
records and those tabs are very disturbing.
If not, is there a way to change the tab order ?
Any help will be appreciated.
Thanks
Nicos Papaioannou
- Posted by Peter Lynch on September 10th, 2004
Simply remove all security privileges for all user roles on those objects.
The tabs will vanish
"Nicos Papaioannou" <papaioannoun@dotcy.com.cy> wrote in message
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- Posted by Jason Hunt \(MSFT\) on September 10th, 2004
Make sure you don't remove the privs from your Admin role though, otherwise
it'll be hard to get them back. ;-)
Jason Hunt
Technical Product Manager
Microsoft Business Solutions CRM
This posting is provided "AS IS" with no warranties, and confers no rights.
"Peter Lynch" <anon@anon.com> wrote in message
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- Posted by John O'Donnell on September 12th, 2004
As mentioned in my upcoming faq...i also recommend you have two people in
the CRM system with admin privelages. I wonder if microsoft should lock an
admin role so that at the least you cannot delete privelages for the admin
role. I have seen many companies where users have removed admin privelages
or even removed themself. Hoping CRM 2005 will stop this happening.
--
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSol...aqLanding.aspx
"Jason Hunt (MSFT)" <jasonhun@online.microsoft.com> wrote in message
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