Controlling the New Button in the Sales Book

This topic describes how to configure Siebel CRM Desktop to prevent a user from creating a new object from the Sales Book, such as an account. For example, you can configure it to make the Account form read-only, but if the user opens the Sales Book to pick an Account, then this user can click New to create a new Account. The example in this topic describes how to configure Siebel CRM Desktop to make an account a read-only object but still allow the user to associate an account with a contact.

To control the new button in the Sales Book

1. Use an XML editor to open the lookup_view_def.xml file.

2. Locate the following code:

   <lookup_view_def key="lookup:accounts">
     <display name="#obj_account_plural" />
     <filter dasl="([http://schemas.microsoft.com/mapi/proptag/0x001A001E] >= 
     'IPM.Contact.SBL.Account' AND [http://schemas.microsoft.com/mapi/proptag/
   0x001A001E] <= 'IPM.Contact.SBL.Account')" />
     <view id="accounts:salesbook" />
     <quick_lookup dasl_format="[http://schemas.microsoft.com/mapi/proptag/
   0x3A11001F] = '%s'" />
     <type id="Account" />
   </lookup_view_def>
   

3. Remove the Account Id from the type id tag, which is indicated in step 2 in bold. For example:

   <type id="" />
   

4. Save your changes and reload the client.