Hiding Unused fields in Patron Edge
Hiding Unused fields in Patron Edge
One of the nice things about the Patron Edge Administration piece is that you can turn off things that don't apply to your organization. If you're a producing organization then you probably don't need the Promoter field when creating an event. If you are tax exempt you don't need the Tax Group fields. Turning off these fields takes a matter of seconds and gives you a much cleaner interface. Let's turn off a couple event fields as an example. Try this:
- Go to Administration, Events, Events
- Click the Design button on the toolbar
- Locate Internet Default Price Type and set the Display field to No. This field has been deprecated anyway; might as well get it out of your way!
This concept can be applied all throughout Administration; just don't get too happy turning off fields you may need in the future! To take the next step, you can go to Administration, System Setup, Table Definitions, which controls just about every field everywhere so that you can turn off CRM Search Screen options you don't use for example.