Monday, October 3, 2016

Hiding a pane from the social pane

With CRM 2013, we have got a social pane in which we get posts, activities and notes for all the entities that have been marked for activities and notes. You can disregard the whole pane by removing it from the entity.

However, most of the users would love to see this pane. They would want to remove one tab sometime. This is possible using javascripts. There is a good article on how to do this below.

For case, we get 4 tabs. This includes the KB articles as well. This can be removed as well. However, for this you don’t have to write javascript. It is just a click on the properties of the pane. We need to un tick the knowledge base search control check box.

Also you can decide which tab to load when the form is loaded. This can be done by selecting the tab name from the default tab section. 

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