How to remove associated Opportunities section from contacts overview page?

Updated on February 28, 2016 11:03PM by Admin

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Associated Opportunities section allows you to add related opportunity directly into contacts overview page

Steps to Hide Opportunities Section

  1. Log in and access Contacts App from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings” located at the app header bar.
    Setting
  3. Click on “Associated Objects” from "Customize App" drop down from left navigation panel.
  4. Locate the “Opportunities on Contact Overview” option from associated objects page.
    Disable
  5. Toggle off the option to remove from Contact’s Overview page.

Steps to Give Access Privilege to Opportunities Section

  1. Log in and access Contacts App from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings” located at the app header bar.
  3. Click on “Associated Objects” from "Customize App" drop down from left navigation panel.
  4. Click "Opportunities on Contact Overview" and enable the toggle found at the right side.
    Enable
  5. Click on "Privilege" drop down.
  6. Click on "Create Privilege" option as shown in the image below:
    Create
  7. Enter the privilege name and create it.
  8. Assign the privilege to the employee from Employees App.

Steps to Assign Privilege to the Employee

  1. Log in and access Employees App from your universal navigation menu bar.
  2. Click on “Settings” icon and select “Roles” from left navigation panel.
  3. Click on “Create” button and specify a “Role Name” as “General Security Role”
    General Security Role
  4. The created privilege would display in all category apps.
  5. Select “General Security Privilege” and click on “Save” button to save privilege. 
    General Security Privilege
  6. Select an employee you would like to give access to that created record in the privilege.
    Assign to an Employee