CRM: Save and Close

A client asked: We have sensitive information and it is important that users do not leave certain windows open. Is there a way to close a window automatically regardless of whether a user clicks Save or Save and Close?

Yes, you can use the following javascript in the OnSave event of the form to always be closed after saving:

* Select Settings > Customization
* Select Customize Entities > select the form
* Select Forms and Views > Open the form
* Click Form Properties > Edit the OnSave event
* Add this javascript:

window.opener='myForm';window.close();

* Save > Publish the Customizations

Now when a user clicks Save on this form, it will also close protecting your sensitive information.