Sage CRM provides “Help” button on each standard screen to give information regarding that screen and fields on that screen. These buttons are helpful for user as they provide information about other button present on the screen as well. So if one doesn’t know the functionality properly they can make use of Help button.

New stuff: Notify user to complete Quote line Items

Recently one of our client came up with the requirement of removing Help button links from all Sage CRM screens.

To achieve this customization we used jQuery functions to hide Help button from screen. If you want to do the same follow below steps:

1. Create a JS file at below path:
   <<Sage CRM Installation Directory>>\Program Files (x86)\Sage\CRM\<<CRMINSTANCENAME>>\WWWRoot\js\Custom
2. Add  below lines of code in custom file you have created.
   crm.ready(function()
   {
   $(‘#Button_Help’).closest(‘table’).closest(‘tr’).attr(‘style’,’display:none’);
   });
3. Save this file.

Now if you look in CRM all help button links will be removed from all screens, refer below:

If you want to remove this button from one particular screen for example Case Summary screen, then no need to create the custom file, you can directly add below script on custom content of that screen. Follow below steps:

1. Log On to CRM.
2. Navigate through below path:
   Administration|Customization|Cases|Screens|CaseDetailBox
3. Add below script into custom content and Save.

<script>
crm.ready(function()
{
	$('#Button_Help').closest('table').closest('tr').attr('style','display:none');
});
</script>

Now Help button will be removed only from Case Summary screen.

Hope this was helpful!

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Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes add-ons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.