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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