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I know this is possible because I have done it many times before but now I can't find it! I have looked in the admin interface, the documentation, and on this here stack exchange. I am hoping someone can remind me.

I want to change the items that appear in the quick actions menu from the contact summary: screenshot of the CiviCRM quick actions menu from the contact record

Where do I go to do this?

THANKS EVERYONE!

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  • The only 'simple' way to adjust this is to add a new Activity Type afaik – petednz - fuzion♦ Jun 12 at 20:22
  • I am totally misremembering, then. I thought this was something you could modify and new activities did not automatically get added to this menu. TY! – Lisa J Jun 13 at 1:43
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I am not sure if you can control this options through UI but you can use hook_civicrm_summaryActions() to remove the options from the list.

Cheers

Pradeep

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  • 1
    TY! I am not prepared to go this route but it's good to know I could. TY! – Lisa J Jun 13 at 1:43
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CSS based display:none; can be used to hide the ones you do not want, in combination with the other answers (note; this is not a complete/secure solution)

For instance, if I want to hide the "Print Summary" action:

li.crm-contact-crm-contact-print {
display:none;
}
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You could install the Activity Type ACL extension and adjust what user roles can edit/view/delete a given activity type in the user permissions. However, this would not apply to administrator level users so you would need to use a different method as already mentioned by others for that.

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