Hiding Opportunities in the SalesLogix web client

Occasionally we have clients who do not use the Opportunity components of the SalesLogix web client.  They have asked us to remove the Opportunity visibility within the web client.  Since this is not a common occurrence, I usually end up having to go back and remember where all the places are I need to touch.  I decided to write this article for my own reference and to help others who may be looking to do this.

 The SalesLogix web architecture makes hiding opportunities pretty easy.  most of the configuration involves simply removing web parts from various portal pages, however there are a couple of smart parts you need to touch.

 Lets start with the easy ones, the portal items to remove:

 Account Details

On the Account Detail Page, remove the web parts “AccountOpportunities” and “AccountResellerOpportunities (Custom)”

Contact Details

 

 

On the Contact Detail Page, remove the web part “ContactOpportunities”

 

Main Portal

 

On the main Sage SalesLogix portal, click the Navigation tab and under Navigation Bar, remove the item under “Sales” called “Opportunities”

Main Portal Menu

 

 

On the main Sage SalesLogix portal, click the Navigation tab and under Toolbar Menus, remove the item under “New” called “Opportunity…”

 

Options

On the Options Page, remove the web parts “OpportunitiesOptionsPage (Custom)” and “DefaultOpportunityProduct (Custom)”

 

 

Next we need to modify a few Activity and History forms.  Most of the forms are custom smart parts but there is one History Quickform.

  • Under Entity Model…Packages…SalesLogix Activity Support…History…Forms, open History Details. Bring up the Properties for the Opportunity Lookup and set the Visible property = false.  Save the Quick form.
  • Under the Portal Manager…Sage SalesLogix…Support Files…Smart Parts…Activity open ActivityDetails.ascx.  Look for both the Opportunity label control and the Opportunity lookup control in the markup.  Add the attribute Visible=”false” to both of these controls.
  • Under the Portal Manager…Sage SalesLogix…Support Files…Smart Parts…Activity open CompleteActivity.ascx.  Look for both the Opportunity label control and the Opportunity lookup control in the markup.  Add the attribute Visible=”false” to both of these controls.
  • Under the Portal Manager…Sage SalesLogix…Support Files…Smart Parts…Activity open ScheduleCompleteActivity.ascx.  Look for both the Opportunity label control and the Opportunity lookup control in the markup.  Add the attribute Visible=”false” to both of these controls.

That is all there is to it.  Opportunities no longer visible in the web client.

 

 

 

 

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ABOUT THE AUTHOR

Kris Halsrud

Kris Halsrud is a Senior Analyst / Developer for Customer FX Corporation.

1 Comment

  1. Great post. I’m sure we’ll use this info over and over again.

    Reply

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