Removing (or Hiding) the Quick Appointment Bar

Out sales guys are required to create an schedule with companies attached. Previously they created them in Outlook, and upon syncing it would be on their calendar. Well they're required to attach a company to these appointments (and person if available) and while they're creating appointments in CRM, they're just using the Quick Appointment bar which is counter-intuitive. It creates the appointment but doesn't attach anything to it (or other persons) so it's a pretty pointless thing to have at our company.

How can I hide it or remove it?

  • 0

    Hi,

    I take it you're referring to this little guy?

    There's another Quick Appointment link on the Interactive Dashboard, but it's harder to hide that. The following custom content script on CommunicationTaskList should do what you're looking for:

    [code language="javascript"]

    [/code]

    The above will work for v7.1 SP2 or later.

    Edit:

    Just saw you're on an old version. This will work for v6.2, and probably v7.0 as well:

    [code language="javascript"]

    var allInputs = document.getElementsByTagName("input");

    for (var i=0; i

    if (allInputs[i].name == "Comm_NoteAppt") {

    GetParent(allInputs[i], 5).removeChild(GetParent(allInputs[i], 4).nextSibling);
    GetParent(allInputs[i], 3).removeChild(GetParent(allInputs[i], 2));
    break;
    }
    }
    });
    function GetParent(node, count) {

    for (var i=0; i

    node = node.parentNode;
    }
    return node;
    }

    [/code]

    Thanks,
    Rob

  • 0

    Rob,

    Guessing you could do something similar for the Quick Task.

    Thanks,

    Jake

  • 0

    Hi,

    You can indeed. You'll just be looking for an input called Quick_Task rather than Comm_NoteAppt. The jQuery example above would be identical, but there might be a slight difference in the latter example given above.

    Thanks,

    Rob

  • 0

    This works brilliantly! Thank you for your effort. It's perfect for 6.2 but as far as I know, I don't think our sales guys are abusing the quick task, and I'm sure for 6.2 it's a little more difficult to change the comm_noteappt to quick_task.