Remove ability to add contact information to households

Users have a need to remove the ability to add Contact Info to Household records but still add to Individuals and Organizations. Users can accomplish this by adding an expression through design mode.

Article Number: 99128

Products:

Blackbaud_CRM

Enter Deign Mode
Select the Contact tab
Right-Click and select Properties
In the Enabled and Visible fields, enter =Not CBool(Page.Fields!ISHOUSEHOLD)

Steps to Duplicate

Go to a Household Record
Go to Design Mode
Select the Contact tab
Right-click and select Properties
For the Enabled or Visible Fields, enter = if(Fields!ISHOUSEHOLD=true,false,true)
Go to the record-users can still add an address to the Household record by expanding the carrot

Environment

Affected Product Blackbaud CRM

Affected Version 3.0

Product and Version Notes 3.0.516.64

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