Removing Team Field

[pcg]

We dont want our users to be able to choose which team to assign their records to. We have set up all users with a default team ('global') so that all of their records default to being in this team. We have also removed the 'Team' field from most of the Sugar screens (using Studio). There is one 'Team' field we dont seem to be able to remove. I'm not sure what the screen is called so I will give you an example: If I open (view) an existing opportunity and then scroll down to the associated contacts and click on the 'Create'button, I then get a set of fields to quickly create an associated contact. This is where I need to remove the 'Team' field.
I have tried removing it from the 'Quick Create' screen (I dont know if this is the correct screen?) in Studio but the field still remains...

[andopes]

Hi pgc

The file is: modules/Contacts/metadata/quickcreatedefs.php
Some modules use the quickcreatedefs.php to render the QuickCreate form under Subpanel.

Cheers

[pcg]

thanks for the reply Andopes,
We dont want to do any 'under the bonnet' customisations if possible.
Is it possible to change it using the Admin tool?

[andopes]

Hi pgc

Go to Admin -> Studio -> Contacts -> Layouts -> Quick Create

Cheers

[pcg]

Thanks again for your reply.
I have tried editing that page (and deployed the changes) but the screen has not changed - The Team field is still there.
The field is removed in the admin tool but still visible on the actual screen.

[sugarcane]

Hello pcg,

as a best practice, it is not ideal to remove the Team field from the modules. What if a new user is created whose default team is the personal team? It would be difficult to notice that the records they created were being assigned to their team only.

A better idea is to go into Admin-->Teams and then delete any personal teams, so that the only Team available is the Global team. This way, if you ever decide to use team security in the future, it is very easy, and you don't have to go through the whole process re-adding it.