Monday, February 18, 2019

Remove the New Phone Call and Log Phone Call button in an Entity record's Communication tab > Activities subtab

The New Phone Call and Log Phone Call button found on an entity record's Communication tab> Activities subtab is controlled by the permission named Phone Calls. To remove this button follow the steps below:

1. As Administrator navigate to Setup> Users/Roles> Manage Roles and Edit/ Customize the role.

2. Under Permissions tab> Lists subtab, set the Phone Calls permission with Level= View.

3. Click Add.

4. Click Save.

Note: When we set the Phone Calls permission to Level= View, the role is not able to create new Phone Call records when navigating to Activites> Scheduling> Phone Calls.

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