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

Steps to Duplicate

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

Environment

 Blackbaud CRM
 3.0
 3.0.516.64

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