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#1162 - Disable menu "Create" (+)

Open General Question created by Ernest 4 years ago

Hi,

is that possible to disable menu "create / + ) " in each module in quickcrm, excepting menu "account". ini our crm website, menu create / + was disabled , Except Account. So, if sales want to create lead / opoortunities, they have to do that through the Account Menu, then select the account which they want to create lead / oppportunity , we do that in order to all data from lead to invoicing is in one line .. it make more easily to track ( track ability ).

can we do that in quickcrm apps ?

Thank You.

Regards,

Ernest

  1. bluquet member avatar

    NS-Team Provider Affiliate

    4 years ago

    Hi,

    This is not currently possible in the app, but it should not be really complex to add a hook for that.

    We will try to implement that in next version (hopefully end of this week or early next week).

    I will keep you updated.

  2. Ernest member avatar

    Ernest

    4 years ago

    Hi,

    Ok, i'll wait for that version, because we can't hide the module like "lead" , "opportunity" and else in quickcrm, all sales need that module to see about they leads, opportunities .

    The reason : for trace ability.

    Regards,

    Ernest

  3. Ernest member avatar

    Ernest

    4 years ago

    Hi,

    Is there any update about this feature ?

    • bluquet member avatar

      NS-Team Provider Affiliate

      4 years ago

      Hi,

      Yes, this is possible with version 6.2.3 of the app. Please have a look at our Developers Guide at https://www.quickcrm.fr/doc/mobile/latest/QuickCRM_Developers_Guide.pdf

      Search for CreateFromSubpanelOnly in that document.

    • Ernest member avatar

      Ernest

      4 years ago

      it means , i need to download quickcrm version 6.2.3 ? any link ?

  4. bluquet member avatar

    NS-Team Provider Affiliate

    4 years ago

    It means that - You need to upgrade your app to 6.2.3 from App Store or Google Play - You need to create a custom.js file as explained in the Developers Guide, and for each module where you want to disable the create button, add QCRM.SetModuleHook('YOURMODULE','CreateFromSubpanelOnly',true);

    So, as you wanted to disable it for Opportunities and Leads: QCRM.SetModuleHook('Opportunities','CreateFromSubpanelOnly',true); QCRM.SetModuleHook('Leads','CreateFromSubpanelOnly',true);

    • Ernest member avatar

      Ernest

      4 years ago

      Would you like to let me know , exactly the file that i have to edit ?

      QCRM.SetModuleHook('Opportunities','CreateFromSubpanelOnly',true); QCRM.SetModuleHook('Leads','CreateFromSubpanelOnly',true);

      where the location of this file in my suitecrm folder ?

    • bluquet member avatar

      NS-Team Provider Affiliate

      4 years ago

      All this is explained in the Developers Guide.

      You must create a file named custom.js and place it in custom/QuickCRM Then click QuickCRM Update on the admin page.

  5. Ernest member avatar

    Ernest

    4 years ago

    i was try to do that, but it's seem i still can "create" / + / add lead from lead module and opportunity module.

    Screenshot_2018-05-22-16-28-16.png

    Screenshot_2018-05-22-16-28-36.png

    • bluquet member avatar

      NS-Team Provider Affiliate

      4 years ago

      Did you click QuickCRM Update on the admin page?

      Also, if your app was already opened, the configuration is already loaded, so you need to close it and reopen it. Or go to the URL settings page and just click Save.

  6. Ernest member avatar

    Ernest

    4 years ago

    hi, we still can't disable menu "create" , in leads , opportunity, invoice & quotes.

    Would you like to help us to create file custom.js for us ? and send by email ?

    Thankyou.

    Regards,

    Ernest

    • bluquet member avatar

      NS-Team Provider Affiliate

      4 years ago

      Can you please send me yours (zipped as our mail server does not accept javascript files)

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