Question: My company is running SalesLogix v6.2.6 and the sales team would like to
the Opportunity Snapshot hidden because it is rarely used. I would
like to hide this as well as create a button the sales team could use if
they wanted to see the information in the Opportunity Snapshot. Any
ideas on how I can do this?
Answer: Two things you can do –
First, you could remove it from the
NavBar and then create a button on the Toolbar. To do this, follow the
same settings as the NavBar.
Second, you could hide the
Snapshot’s panel, visible=False, and then add a right click option to
the Opportunity Detail view that would allow the user to display the
panel.
