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A new knowledge base article has been published on our support portal.

Scenario Overview

In your business, you may need to hide certain fields/sections depending on where the user has accessed CRM from: Desktop, Tablet or Phone.  

In this scenario, we are required to hide the Address Section when a user accesses CRM via their Desktop. 

N52 Formula Manager Solution

The Formula Manager solution works like this:

  • A formula of type ‘ClientSide – Perform Action’ will be created that will enact the bulk of the workload
  • The formula is triggered whenever an Account form is loaded. 
  • It will check to see is the current form is being accessed via Desktop
  • If this is true, the formula will hide the Address section 

View this article in full on our support portal