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Former Member

Can we Hide/Remove filter options in dropdown ( C4C IPAD)

Dear Experts,

Can we hide or remove the features or filtering options for particular business role or employees.

For example please see the attached picture

I want to show the only "my visits" option in the drop-down remaining should be restricted.

How to restrict the User for creation of new visits or new contacts,accounts etc.

Thanks in advance

Raghavender Reddy

visits_options.png (557.6 kB)
visits_options.png (557.6 kB)
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1 Answer

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    Former Member
    Jan 12, 2015 at 12:05 PM

    Hi Raghavender,

    It is currently not possible to hide standard queries.  This enhancement is on our backlog for one of our upcoming releases.

    In order to remove the ability to create new data, you can use access restrictions to remove "write" access to the corresponding workcenter views, by business role.

    Kind regards,

    Gab

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    • Hi Nitin,

      If you use the HTML5 version in your broswer (my307514.crm.ondemand.com in your case) and adapt the master layout this will work as desired "if" using the Cloud for Customer Extended Edition mobile app.

      Make sure you are select "Adapt-> Edit Master Layout", then select organize your queries. Personalizing changes will not reflect for other users.

      If you are using the standard mobile app, I don't believe this is achievable via that app to hide queries.

      Please reach out if you have more questions.

      Warm Regards,

      Grayson