How to control the sub-panel in Account/Contact/Campaign...

[nttnga]

Hallo,

I've worked with CRM for a short time, just management. But I dont know how to control the sub-panel in Account/contact/campaign...

For example: in my CRM, field Account has contact, activities, opportunity, history, lead, member organization, cases, project, bug. But, I dont know how to turn off some sub-panels I dont need.

The sub-panels appear differently in different fields (account/contact/campaign...) I tried with admin account but I can not find where to manage these sub-panels.

Any suggestion, welcome and thank you. But pls dont show me to change the code (In real, I dont know about it)

Regards,
nga

[jlabuelo]

Hide there

There is a simple way to hide subpanels for non-programmer administration. If you log in the application as an admin user, there is a section under admin-> Tabs Configuration where you will see two columns, by muving the modules from the column of the left to the column of the right, you will be hiding/showing those subpanels in the application.

But be carefull, this is a "gloval" hide/show, meaning that if you for example hide "accounts" subpanel, this will be hiden in Contacts, Activities.... every module with Accounts as subpanel.

Hope this is what you need for a start, if you need to do more especific things, will need to be involved in coding.

Cheers

[nttnga]

Hi Jlabuelo,

Thank you very much for your suggestion.
I had tried as your suggestion before. Every sub-panel be opened. For sure 100%. But it still does not appear same in all account/contact/campaign.
For coding, I can not. I am not IT guy.

Thanks again and regards,
nga

[jlabuelo]

Hi again

If you tell me what do you need to remove or hide in the Accounts screen I can pass you the modified file and explain you what you need to do.

It is quite easy, it is not 100% pure coding but you will need to modify some files following my example

Let me know

Cheers

[nttnga]

Hi Jlabuelo,

Thank you very much for your reply. I was off some days.
I dont know how to attach file here. Could you pls give me your email address, I will send the picture to you. Actually, I can explain, but I am not sure you can understand what I mean

Thanks again,
nga

[jlabuelo]

Hi there

If you click over my name in the top of my posts you will see the options "Send Private Message".. this way you can send me an email with your attachements.

Cheers

[eitrix]

paste:

You can hid the Leads SubPanel into Accounts module by customizing the
custom/modules/Accounts/Ext/Layoutdefs/layoutdefs.ext.php, which is a
upgrade safe customization. Add the following to the end of the file,
before the closing PHP tag.

 unset($layout_defs['Accounts']['subpanel_setup']['leads']); 
  

[andopes]

paste:

You can hid the Leads SubPanel into Accounts module by customizing the
custom/modules/Accounts/Ext/Layoutdefs/layoutdefs.ext.php, which is a
upgrade safe customization. Add the following to the end of the file,
before the closing PHP tag.

 unset($layout_defs['Accounts']['subpanel_setup']['leads']); 
  

You must add this code into custom/Extension/modules/Accounts/Ext/Layoutdefs/layoutdefs.ext.php instead.
When you run Quick Repair and Rebuild or Rebuild Extension custom/modules/Accounts/Ext/Layoutdefs/layoutdefs.ext.php is reloaded based on scriprs inside custom/Extension/modules/Accounts/Ext/Layoutdefs/.

Cheers

[hdanielb]

What I want to do, is hide subpanels in campaign status, for non administrator users, In order they cannot see their emails.

I've tried to hide the email field, from studio, unsuccessfully, because when I save and deploy the field is always there.

So I ' ve tried this, but don't know if my syntax is ok. I' ve made this in
custom/Extension/modules/Campaigns/Ext/Layoutdefs/layoutdefs.ext.php and custom/Extension/modules/Campaigns/Ext/Layoutdefs/custom.php, but it doesn't work. I also tried the commented lines. I am doing something wrong...:

 <?php 
    global $current_user; 
        if(!$current_user->is_admin) 
        { 
            // unset($layout_defs['CampaignLog']);
            //unset($layout_defs['ProspectLists']);
            //unset($layout_defs['track_queue']);
            //unset($layout_defs['targeted']);
            //unset($layout_defs['view']);
            //unset($layout_defs['sent']);
            unset($layout_defs['Campaign']['subpanel_setup']['ProspectLists']);
            unset($layout_defs['Campaign']['subpanel_setup']['track_queue']);
            unset($layout_defs['Campaign']['subpanel_setup']['targeted']);
            unset($layout_defs['Campaign']['subpanel_setup']['view']);
            unset($layout_defs['Campaign']['subpanel_setup']['sent']);
        }  
?>