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A customer had the requirement to hide the column "Assigned To" from the Case List in the MyCRM menu.
but show it in other contexts like company, person and especially Team?
Note : This would be the same idea for any List called from the My CRM…
The screen below shows the default company search screen. You can see that a user can search for "Inactive" companies.
But...
A customer might have the need to stop users from including "Inactive" companies in their searches.
The companies should…
Many thanks must go to a colleague in the UK professional services team for this article.
Introduction
Customers often request the ability to track Company or Person changes in much the same way that CRM offers with Opportunity and Case entities.…
In the image below we can see the Company Name is displayed in an opportunity list that is in the context of the company and so that column is redundant and does not need to be shown.
The list is created by the opportunitylist system action which…