Hide inactive contacts related list under Account detail page

Hi
We have inactive contacts related list under Account detail page. User want to hide inactive contacts and display only Active contacts under account detail page. Is there anyway we can hide these contacts.
Sundar

Sundar, you could create two web applets under the account object and create a report active contacts and another report for inactive contacts. If you do this then hide the standard contacts related section.

Similar Messages

Data sort in Related information on object detail page.

hi,
Question, how is data sorted on the related information on the detail page(opportunity)in R16
Based on ?
a. created date,
b. modified date
c. last viewed record,
d. last edited record.
e. solution if any?
Looking forward for your valued suggestion. any document aviable for this ?
Thanks & Regards
[email protected]

My observation is (from Account RI)
- Contacts - based on Record Association Date)
- Activities - Due Date
- SR - Opened Time
- Opportunity & CO's - Name
I have not seen any document on this. But it would be nice if we can change the sort order. (only allow on Indexed fields as this may affect the performance)

"search summary region" not in account details page for trx type invoice

Hi All,
This is the issue being faced by the customer.
OIR.CU3 provided an update adding a "search summary region" in account details page.
After applied CU3, in our development instance, Search summary region is missing in account details page when perform searches with search type: invoice, credit memo or payment. But search summary region is present by search type "all receivables" or "all transaction".
We do not have any customizations in the account details page. But we do have custom ARI_CONFIG package.
Custom ARI_CONFIG package is suspicious on this issue based on:
1) We have custom INV/CM/Payment search codes in the search_custom_trx procedure, which provides the search results in acct details page.
2) The info displayed in search summay region is based on the search results from ARI_CONFIG
3) We don't have any custom code in ari_config package in vision and vision shows successfully the search summary region with search by INV/CM/Payment/All_trx/All_receivables.
Since custom ARI_CONFIG package is supported by oracle customer would liek to know where is the search summary region gets calculated.
This issue of this section not being displayed is not there when the custom package is not used.
Please provide your valuable inputs on this.
SR 7466789.993
Customer: ADP INC
Regards,
Vijaya

Hi Kumar,
Thank you very much for responding on the query. Can you please provide me the exact file name as the customer would like to know which part of the code (which function call) he should make so that the summary section is seen even when the custom package is used.
Also can you please let me did even anyone complain that the summary section is not shown when the custom package is used.
Thanks for your help in advance.
Regards,
Vijaya
Edited by: user782870 on May 6, 2009 2:53 AM

Make certain fields in the Account Detail Page Read-Only based on a Checkbo

Hello
We would like to make certain fields on the Account Detail Page Read-Only based on a checkbox that is on the Admin Account Detail Page. The fields we are looking to make read-only are Account Name, Primary Address, Phone Number.
Thanks

Brian,
I think you'd need to use dynamic page layouts for this. Look at the Account type values, if you are already using it then replicate those values you have so if you have Business and Personal make it Business Read-only and Personal Read-only.
When you are ready to lockdown those fields change the Account type from Business to Business Readonly and have the page layout for this screen with Account type, Name, Primary address and phone number as read only. You will a separate page layout for yourself so that Account Type stays as writable for you.
You will need to check if you can have Account Name as read only as it is a required field.
cheers
Alex

Can contacts related to different accounts have different information ?

Hi,
The requirement is many contacts can be related to many accounts. This is possible , I know. But since one contact is on more than one account , the contact information related to each account should be different. For eg. contact C1 has a different job title for account A1 and a different job title for account A2. How can this be acheived? The Accounts related list in Contacts has the provision for 'Contact Role' . Is it possible to have more fields like that, custom or standard ? It would serve the purpose.
Regards,

At this time "Contact Role" is the only field available. I would recommend that you submit a enhancement request to CRM On Demand customer care.

Contact Related Information layout (on Opportunity page)

Hi!
I would like to customize the Contact Related Information layout from the Opportunity page. I would like to be able to add the Contact Phone Number within that section, but, as you can see in the attached screenshot, the only fields available in Contact Related Information layout are: First Name, Last Name, Name, Primary, Buying Role, Owner + other Opportunity specific fields like (Close Date, Forecast, Sales Stage etc.) How come I find Opportunity fields in Contact Related Information layout instead of finding Contact specific fields (like Phone Number, Contact Type etc.)?
Thank you,
Delora

Delora, I would recommend that you submit a enhancement request to CRM On Demand customer care for the additional contact fields.

Customizing details page link in BCS list or custom details page redirection

Hello, I'm having fun with Sharepoint 2013 and studio 2013, just started dev few months ago -)
I have some external lists pointing to external content type, I would like to redirect to a custom detail page when I click on one of the list item using one of the selected field value as a URL parameter.
May I do some code with the readItem method of the BCS definition ? or create a view on my external list with a calculated field ?
thank you for helping me.
Regards

Is this the link you have been using? Credit card https://helpx.adobe.com/utilities/credit-card.html

Service Data in Account Details Page

HI All,
I have a issue. I need to add the details of the service orders with sold to party(BP) as an assignment block in the Account overview page, just like Opportunity, Activity and other assignment block available in this page.
Any Idea how i can begin with???
Regards
Dave
Edited by: Dave on Mar 5, 2010 11:45 AM

Hi,
I haven't actually tried doing it, but can think of the follwing way:
1. Go to the BP.
2. At the top of the page you will see link as 'more'
3. Click and it will show you Factsheet.
4. See if the required view is there in the factsheet.
5. If its there, then see the technical details
6. Add that particular view to the overview page using Application Enhanacement Tool
Hope it helps.
Regards,
Rajiv

How to add revenue to the account detail page

steps for adding revenue details page ie in order to display forecasting revenue report for account productwise is it possible to add additional section in the record detail page
mail id : [email protected]
wat are steps for adding finance tab ?????????

Thank you.
However it is not showing in the catalog.
I used the WSRP producer connection name as provider and id from the portlet.xml file.
rss is my WSRP producer connection name from EM and the id is numeric in my portlet.xml file.
I can see the folder but I cannot see anything inside of the folder.
<folder id="customPortletFolder">
<attributes>
<attribute value="Custom Portlet Folder" attributeId="Title" isKey="true"/>
<attribute value="Custom Portlet Folder" attributeId="Description" isKey="true"/>
<attribute value="Custom Portlet Folder" attributeId="Subject" isKey="true"/>
<attribute value="/adf/webcenter/folderlists_qualifier.png" attributeId="IconURI"/>
</attributes>
<contents>
<resource path="1269551712363"
repository="rss"
id="RSSReader">
<attributes>
<attribute value="portletTest" attributeId="Title" isKey="true"/>
<attribute value="portletTest" attributeId="Description" isKey="true"/>
<attribute value="portletTest" attributeId="Subject" isKey="true"/>
<attribute value="oracle.webcenter.spaces.browser" attributeId="WEBCENTER_SERVICE_ID" isKey="false"/>
<attribute value="/adf/webcenter/community_qualifier.png" attributeId="IconURI"/>
</attributes>
</resource>
</contents>
</folder>

My iDisk Storage says it's full on my Site Publishing page and won't let me publish but when I got to my account details page looking to buy more space it says I've only used 3MB out of 20GB. Why are they different? And why did it stop letting me publish?

I've been publishing just fine for the past few days and all of the sudden, when I click 'Publish Site' now, the 'content rights' pop up shows up. But then it wants me to sign into MobileMe (to which I'm already signed in). When I click 'sign in' it takes me to System Preferences > MobileMe > Account. I click on iDisk and it says "20.4 GB total, 2.7 MB used, 20.4 GB available"
(I'm not sure why my GB available is still the same even though I've used 2.7 MB.... it wouldn't really matter though if I was able to publish.)
I went back to iWeb to my Site Publishing Settings page and at the bottom there's a bar labeled 'iDisk Storage' and it's completely blue (meaning used).
I also went to my MobileMe account to 'Summary' and under 'Mail and iDisk Storage' it says '3 MB of 20 GB used'.
I'm assuming that it's not letting me publish because it thinks that I have run out of iDisk storage but I could be wrong. I just renewed my MobileMe account in Feb so I'm all payed up.. that shouldn't be the problem. Do you know of any other reasons why it won't let me publish?
I feel like something is wacky with my iDisk Storage either way.
I really hope all of this stuff makes sense. I'm fairly new to Mac and I'm still not sure about all of the lingo.
Thank you for any advice you can give! Any suggestions will be MUCH appreciated!!
-Ashley

Try the following:
close iWeb.
delete the iWeb preference file, com.apple.iWeb.plist, that resides in your Home/Library/Preferences folder.
go to your Home/Library/Caches/com.apple.iWeb folder and delete its contents.
reboot.
launch iWeb and try again.
If that doesn't help continue with:
move the domain file from your Home/Library/Application Support/iWeb folder to the Desktop.
launch iWeb, create a new test site, save the new domain file and close iWeb.
go to the your Home/Library/Application Support/iWeb folder and delete the new domain file.
move your original domain file from the Desktop to the iWeb folder.
launch iWeb and try again.
OT

Account Details page transaction link do not display anything

Hi,
I extended the TransactionTableVO to include new columns. Initially, whenever I click on the transaction link, I get an exception error. But I fixed it by commenting out functions that seem to overrride the original one (like setIrSalesOrder, setAmountDueRemainingFormatted etc). It worked for Payment transaction type but not for the other types like Credit Memo, Chargeback, Invoice, Debit Memo, etc.
This Transaction link displays different pages according to the transaction type. I don't have any clue why it worked for Payment transaction type but did not work for the rest. There is no error just blank content.
I opened the original TransactionTableVORowImpl.class and found the following code possibly related to this issue:
public static String getStaticTransactionDetailsRegionCode(InvoiceTableVORowImpl invoicetablevorowimpl, String s)
String s1 = null;
if("INV".equals(s) || "GUAR".equals(s) || "CB".equals(s) || "DM".equals(s) || "DEP".equals(s))
s1 = "ARITRANSACTIONDETAILSPAGE";
} else
if("CM".equals(s))
s1 = "ARITEMPCMDETAILSPAGE";
} else
if("PMT".equals(s))
s1 = "ARI_PAYMENT_DETAILS_PAGE";
} else
if("REQ".equals(s))
s1 = "ARITEMPCMREQUESTDETAILSPAGE";
return s1;
public void setTransactionDetailsRegionCode(String s)
setAttributeInternal("TransactionDetailsRegionCode", s);
I checked the URL and it does contain the correct name of the page i.e. if it's an Invoice transaction type, it includes ARITRANSACTIONDETAILSPAGE in the URL. So it is getting the correct page to redirect to. The window title, however, contains the following:
Message not found. Application: AR, Message Name: nullTitle
Any assistance is greatly appreciated!
N
Edited by: pekochan on 25/11/2009 09:43

I think I'm not passing the correct paramaters. I checked the URL and it's not passing any &Irtransactiontype. How can I check where this parameter is coming from??

User name in iCloud Account Details is incorrect.

I migrated to OS5 this weekend. After installing iCloud, I went into System Preferences/iCloud. I noted that under Account Details, the user name is someone from my contact list. When I change the name and exit and re-enter, the name appears again. Email/Calendar and contacts are all syncing fine, but this is annoying. Any help would be much appreciated.
Thanks!

Have you ever had a reply on this? My system started doing this a week or so back.

Contact Type for an Account

Why 'Contact Type' is required to be entered for an Account, as we already define 'Account Type' and ideally same should be populated for a 'Contact Type' while linking a 'Contact' to 'Account'? Any specific reason ? (Scenario > I am first creating an Account & then linking Contact to an Account)

Hi Bobb,
Thx for you answer, but i am still not convinced on a contact being linked to multiple Accounts,
Lets take a scenario; i created an Account "General Electric" with Account Type = 'Customer'. I am now creating a contact for this account (from Account Detail page) named "Mr. John Miller"; logically this contact should be 'Customer' type only, as i cannot have this contact as my 'Competitor' or something else. Do you agree?

How & where to use Java script to create new button in object detail page

Hi All,
I want to create "New/Add button" in object detail page. If i am not wrong i need to use java script for that but could you please let me know how & where to use Java script to create new button in object detail page in CRMOD.
Thanks in advance.
Regards,
Manish

Any related object on the detail page should have an "Add" or "New" or both buttons by default - This is vanilla functionality and will do the required action.
If you want to modify this behaviour and do something tricky you will potentially have to go for javascript. You should add the javascript on a custom web tab on that Object.
Admin --> Application Customization --> Contact -->Contact Web Applet
Now, add your javascript in the code area, after you select the type = HTML for this web applet, expose this web applet on the Contact detail layout and your javascript will be invoked whenever this page is loaded.
Check this online document to see how javascript can be embedded in CRM on Demand http://helponmyproject.com/TTOCOD/
Cheers!
Royston

Capturing Detail Items for a Related List in a New Item Form

I have a simple (ha!) requirement to capture Purchase Requests with the individual line items being captured in a separate List. I have been using InfoPath, but will consider ANY solution at this point.
If I have an Edit Item Form, I can have a Data View (LIst View Web part) that will display all related items in my Details List (using a filter on the Parent ID). I can even add a Data Form Web Part below this to allow for the entry of a single itme
at a time, and make the lookup field of the new item default to the ID of the parent item.
All well and good for the Edit Item. But if I want to do the same on my New Item Form, I am up the proverbial without a paddle because I do not have access to the ID of the Parent List Item (that is still being captured).
So, using any of the standard SharePoint technologies (except Visual Studio), how can I create a New Item Form, in which I can enter items for a related details List and see those detail items already entered, all while capturing the original form?

Hi Mike,
According to your description, my understanding is that you want to get the details of the related items in New Item form.
I recommend to edit the new item form in InfoPath and use repeating table to display the related items based on the value in the lookup column.
Here are the detailed steps:
Edit the new item form(listB for example) in InfoPath and then add the related list(listA for example) including all the details you need as external data source to the form.
Choose the secondary data source added in step1 in Fields panel and then expand dataFields, then right click d:SharePointListItem_RW and select Repeating Table to insert the secondary data source added in step1 as repeating table to the form.
Right click d:SharePointListItem_RW in the Fields panel and select Rules, then click New and select Formatting in Rules panel.
Click None under Condition in Rules panel, then select ID field in the repeating table in the first box, select is not equal to in the second box, then choose Select a field or group in the third box and select Main under Fields, then click the lookup field
in the form and then click OK.
Select Hide this control under Formatting in Rules panel.
Thanks,
Victoria
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Victoria Xia
TechNet Community Support

Hide inactive contacts related list under Account detail page

Similar Messages

Maybe you are looking for