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Remove Currency CRM 4.0

คำตอบ Remove Currency CRM 4.0

  • Tuesday, August 12, 2008 3:30 PM
     
     
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    Is it possible to remove all references to currency on all forms and views?  We are a service based company and have no need for a product catalog or anything to do with currency.  I'm trying to remove all references, but they all seem interdependant on each other.  Am I missing something, or it is just not possible.

    Thanks,

    Jeff
     

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  • Tuesday, August 12, 2008 9:39 PM
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    Currency is used througout the system so I would leave things as they are and set defaults wherever possible.

     

    Best Regards,

     
  • Wednesday, August 13, 2008 3:52 PM
     
     
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    I see that it is used throughout.  I was looking to simply "hide" the information on all forms and views, so that our employees do not try to use it or make any changes to it.  It also takes up space on certain forms.  You can remove the label and make it "read-only", but it still shows up on the forms.  It is greyed-out, but you can still click on the currency type in box.  Since we have no need for any pricing to be in the system, I was looking to remove all "viewable" references to currency so to prevent anyone from causing any problems by making changes.
     
  • Wednesday, August 13, 2008 4:26 PM
    Owner
     
     Answered
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    You will need to go into each entity where you want to remove the field from the form, select the field and select Remove.  If the attribute is set to Business Required, then you can select Attributes, locate the field and change

    the Requirement Level setting to No Constraint, save your changes and you should be able to remove the field from the form.

     

    Some fields are System Required and you will not be able to change 'The Requirement' level setting.

     

    Best Regards,