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Is there a way to remove the out of the box options and also rearrange them? 


(edited my question for clarity)

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Nejlepší odpověď

Hi Anastassia,

You will have to activate developer mode. Go to Settings app and you will find the option to activate it in "Developer Tools" section. (Settings -> General Settings -> 'Activate the developer mode')

Then, You will be able to see 'Link Tracker' app. Inside that app open "Sources" list.
==> Link Tracker -> UTMs-> Sources

Under the Sources menu, will be listed all the sources showing in 'Source' field. You can add, remove or edit any.

But if you want to add filter on "Source" field, ex. Filter sources applied to specific team, you will need customizations.


Thanks.

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Autor Nejlepší odpověď

Hi guys, sorry, I mistyped my question here. Is there a way to remove some of the items that appear for the source field? Some of the items are not relevant to our team and I would in general like to understand where I can edit many to one field items.

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Nejlepší odpověď

You cannot remove the source field in Lead/Opportunity from model (DB) without change the source code.
Change the source code is not good choice.
You can create a custom module and create a view to inherit correspond view and do like below to not show source field in view you want to hide it:




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Nejlepší odpověď

Absolutely! Studio can be practical for this. Also, creating a custom inherited view can do the job. Can we help? Contact us at hi (at) latus.ch Best wishes, Joep

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