Disabling portions

[mattmann72]

Hello,

I am attempting to deploy SugarCRM for use in an ISP. Hhowever I need to tell the owner(who is not technically inclined) how to disable things like the pipeline, bug tracker, dashboard, campaigns, and RSS so the program does not show any parts of those. I cannot figure out how to do this and have tried searching the forums. Can someone please respond descirbing how this is done?

Thanks,

Matt

[malcolmh]

Hello,

I am attempting to deploy SugarCRM for use in an ISP. Hhowever I need to tell the owner(who is not technically inclined) how to disable things like the pipeline, bug tracker, dashboard, campaigns, and RSS so the program does not show any parts of those. I cannot figure out how to do this and have tried searching the forums. Can someone please respond descirbing how this is done?

Thanks,

Matt

Hi,

Just disable the tabs you do not want to see through the Admin function -> Configure Tabs

Hope this helps

[mattmann72]

Yes I did that, however that does not remove things like campains from under leads and pipeline from the homepage, etc. How do I blanket remove all of that?

Also how do I make the mass update disappear from everything?

- Matt

[mattmann72]

Can someone from Sugar please answer this?

Thanks

[kbrill]

Yes I did that, however that does not remove things like campains from under leads and pipeline from the homepage, etc. How do I blanket remove all of that?

Also how do I make the mass update disappear from everything?

- Matt

What version of SugarCRM are you using?

[richardhakim]

I am also interested in both these questions and am using 4.5.0f.

Thank you

[leenwebb]

I've done a few of these in the last couple of days.

Getting rid of Mass Update:
Go to include/ListView/ListViewDisplay.php
In 4.5.0e, Mass Update will go away if line 32 reads "var $show_mass_update_form = false;"

Sidebar Menu Shortcuts
In each module, there's a menu.php file. You can comment out lines in that file to make the shortcut links disappear. For example, in modules/Activities/Menu.php, I commented out the lines relating to "Create Emails" and "Emails". It's kind of a hassle to go though each file separately, but it works.

Getting Rid of Home Page Dashlets
Go to modules/Home/index.php
In 4.5.0e, line 45 has the variable "$defaultDashlets" with a long list of the home page dashlets. You can shorten the list to be only the relevant dashlets. Mine reads:
$defaultDashlets = array('MyCallsDashlet', 'MyMeetingsDashlet', 'MyAccountsDashlet');
This will only set the dashlets for new users. For existing users, you have to go to Admin>User Management>*username*, then click the button that says "Reset to Default Preferences"; that will erase all their existing preferences and use this list as the Dashlet list the next time they log in.

Hope this helps! I am keeping a grand list of "How to disable things in Sugar". Perhaps a real Sugar programmer can correct me if I'm heading towards certain doom by commenting out all this code, but it seems to be working for me.

Good luck!
Eileen

[richardhakim]

leenwebb,

Thank you so much!

Do you have any other items in your document you have been maintaining?

Do you know how to disable the subpanels? (I'm not sure if this is exactly the right term. I'm referring to when you are in the Edit mode, e.g. for a contact, and below the contact input areas you have sub-panels for Campaigns, Projects, Sales, etc.)

Thank you again!

[leenwebb]

Today is my day for figuring out how to disable Sub-panels! I will let you know as soon as I figure something out. Sugar is awesome, but Wow is it hard to simplify it for those of us who have users who look for the proverbial 'any' key.

Other things on my list are:

Removing that giant search form
You know the one, at the top of the ListView pages. Who needs that? There's a nice little search box in the top right of every page. If you go to modules/*module*/ListView.php, towards the bottom of the file there are some lines that say:

else {
$searchForm->displayBasic();
}

I commented out the middle line. As I read the code, the 'if' part of that 'if/else' statement can't come into play if you never display the giant search form in the first place.

else {
//$searchForm->displayBasic();
}

Editing Dashlet Configuration
In my Sugar, I don't want people to be able to close their dashlets. Because then they will, and I'll have to tell them how to get them back. No thanks. To remove the "Close" button, go to include/Dashlets/dashlet.php . Around line 80 is the code that makes the 'Close' button show up.

I commented out this:

// $additionalTitle .= '<a href="#" onclick="SUGAR.sugarHome.deleteDashlet(\'' . $this->id . '\'); return false;"><img width="13" height="13" border="0" align="absmiddle" title="Delete Dashlet" alt="Delete Dashlet" src="'. $image_path. 'close_dashboard.gif"/></a></div></td></tr></table>';

And replaced it with this:

$additionalTitle .= '</div></td></tr></table>';

Who uses vCards?
vCards are so 2002. I don't want that link in the Contacts form, because then someone will click it. And then they'll call me wondering what to do with it. In modules/Contacts/DetailView.php, I commented out lines 77 and 79 to make the whole vCard link/box go away. (You might have to do a "Save and Publish" from the studio to make it propgate. I'm not sure.)

Onward and upward! Or, perhaps in my case, lessward!
Eileen

[richardhakim]

Leen,

You are so awesome. Thank you. I'll look forward to hearing about sub-panels. Thank you again.