Difference between revisions of "Advanced Logic Options"

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===Buttons===
 
===Buttons===
−
*Show New Contact Button
+
*Show New Contact Button (Default Show)
−
*Show New Company Button
+
*Show New Company Button (Default Show)
−
*Show New Activity Button
+
*Hide New Activity Button
−
*Show Contact Duplicate Check Button
+
*Hide Print Report Button
−
*Show Company Duplicate Check Panel
 
  
 
===User===
 
===User===
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*Hide Associates on User Profile
 
*Hide Associates on User Profile
 
*Hide View Tab on User Profile
 
*Hide View Tab on User Profile
−
*Read Only in User Centric User Profile Page
 
 
*Hide Email Hyper Link
 
*Hide Email Hyper Link
 
*Hide Phone Hyper Link
 
*Hide Phone Hyper Link
 +
*Read Only in User Centric User Profile Page
 +
*Show Contact Duplicate Check Panel
  
 
===Company Profile===
 
===Company Profile===
−
Enable View Company Profile
+
*Enable View Company Profile
−
Enable Edit Company Profile
+
*Enable Edit Company Profile
−
Hide Activities on Company Profile
+
*Hide Edit Button
−
Hide Administrative Fields (Primary Contact, Parent Company, Owner) on Company Profile
+
*Hide New Company Button
−
Hide Forms Tab on Company Profile
+
*Hide Activities on Company Profile
−
Hid Associates on Company Profile
+
*Hide Administrative Fields (Primary Contact, Parent Company, Owner) on Company Profile
−
Hide Phone Hyper Link
+
*Hide Forms Tab on Company Profile
−
Hide Print Preview Tab on Company Profile
+
*Hide Notes on Company Profile
−
Hide Settings Tab on Company Profile
+
*Hid Associates on Company Profile
−
Hide Company Profile Icon Links
+
*Hide Phone Hyper Link
 +
*Hide Print Preview Tab on Company Profile
 +
*Hide Settings Tab on Company Profile
 +
*Hide Organization Chart on Company Profile
 +
*Hide Company Profile Icon Links
 +
*Show Company Duplicate Check Panel
 +
*Show Organization Verification Button
 +
*Hide Categories on Company Profile
 +
*Hide Manager on Company Profile
 +
*Hide Updated By on Company Profile
  
−
===Transactions===
+
===[[Transactions]]===
−
Enable New User/Company Transactions
+
*Enable New User/Company Transactions<!--Allow creation of new user/company transaction-->
−
Enable Edit User/Company Transactions
+
*Enable Edit User/Company Transactions<!--Allow edit user/company transaction-->
−
Show Attribution Button
+
*Show Attribution Button
  
 
===Others===
 
===Others===
−
Exclude Own Company Contacts Clause
+
*Exclude Own Company Contacts Clause<!--Exclude own company contacts as a filter condition for the result contact list in people lookup-->
−
Hide Calendar Settings
+
*Hide Calendar Settings
−
Hide Pin Board
+
*Hide Calendar Notes
−
Hide Notes in Smart Folders
+
*Hide Pin Board
−
Hide Details in Smart Folders
+
*Hide Notes in Smart Folders
−
Hide Create Batch Button in Timesheet
+
*Hide Details in Smart Folders
−
Show Contact Group Email
+
*Hide Create Batch Button in Timesheet
−
Show Affiliate Group Email
+
*Show Contact Group Email
 +
*Show Affiliate Group Email
 +
*Hide Dashboards Tab
 +
 
 +
==Within the UTA==
 +
*Show Level 1 Contacts
 +
*Show Level 1 Contact Lookup Button
 +
*Show Level 2 Contact Lookup Button
 +
*Show Level 1 Companies
 +
*Show Level 1 Company Lookup Button
 +
*Show Level 1 Forms Tab
 +
*Show Level 1 Save Button
 +
*Show Level 1 Submit Button
 +
*Show Level 1 Delete Button
 +
*Show Level 1 Notes
 +
*Show Level 2 Notes
 +
*Show Level 3 Notes
 +
*Show Level 1 Template Notes
 +
*Show Level 2 Type Notes
 +
*Show Level 3 Type Notes
 +
*Show Level 1 Status Notes
 +
*Show Level 2 Status Notes
 +
*Show Custom Field Setting Notes
 +
*Show Level 1 Print Preview Button
 +
*Show Level 2 Print Preview Button
 +
*Show Level 3 Print Preview Button
 +
*Show UTA Transactions New Button
 +
*Show Level 1 New Button
 +
*Show Level 1 - Time Entry New Button
 +
*Show Level 2 New Button
 +
*Show Level 3 New Button
 +
*Show Time & Expense New Button
 +
*Show Level 1 Copy Button
 +
*Show Level 2 Copy Button
 +
*Show Level 3 Copy Button
 +
*Show Void Invoice Button
 +
*Hide Top Invoice Tab
 +
*Hide Top Time & Expense Tab
 +
*Hide Level 1 Public Note Type
 +
*Hide Level 2 Public Note Type
 +
*Hide Level 3 Public Note Type
 +
*Hide Level 1 View Button on Edit Page
 +
*Show Level 1 Contact Group Option
 +
*Show Level 2 Contact Group Option
 +
*Show Level 3 Contact Group Option
 +
*Show Level 1 Contact Group Email
 +
*Show Level 2 Contact Group Email
 +
*Show Level 3 Contact Group Email
 +
*Disable Level 1 Contact Links
 +
*Disable Level 1 Company Links
 +
*Disable Delete Level 1 Contacts
 +
*Disable Delete Level 1 Companies
 +
*Disable Delete Level 2 Contacts
 +
*Disable Delete Level 2 Companies
 +
*Disable Delete Level 3 Contacts
 +
*Disable Delete Level 3 Companies
 +
 
 +
 
 +
[[Category:Advanced Logic]]

Latest revision as of 12:18, 12 August 2013

Under Global Settings

Buttons

  • Show New Contact Button (Default Show)
  • Show New Company Button (Default Show)
  • Hide New Activity Button
  • Hide Print Report Button

User

  • Enable View User Profile
  • Enable Edit User Profile
  • Hide Assignment History Tab on User Profile
  • Hide Notes on User Profile
  • Hide Forms Tab on User Profile
  • Hide Print Preview Tab on User Profile
  • Hide Settings Tab on User Profile
  • Hide Tab Bar on User Profile
  • Hide Associates on User Profile
  • Hide View Tab on User Profile
  • Hide Email Hyper Link
  • Hide Phone Hyper Link
  • Read Only in User Centric User Profile Page
  • Show Contact Duplicate Check Panel

Company Profile

  • Enable View Company Profile
  • Enable Edit Company Profile
  • Hide Edit Button
  • Hide New Company Button
  • Hide Activities on Company Profile
  • Hide Administrative Fields (Primary Contact, Parent Company, Owner) on Company Profile
  • Hide Forms Tab on Company Profile
  • Hide Notes on Company Profile
  • Hid Associates on Company Profile
  • Hide Phone Hyper Link
  • Hide Print Preview Tab on Company Profile
  • Hide Settings Tab on Company Profile
  • Hide Organization Chart on Company Profile
  • Hide Company Profile Icon Links
  • Show Company Duplicate Check Panel
  • Show Organization Verification Button
  • Hide Categories on Company Profile
  • Hide Manager on Company Profile
  • Hide Updated By on Company Profile

Transactions

  • Enable New User/Company Transactions
  • Enable Edit User/Company Transactions
  • Show Attribution Button

Others

  • Exclude Own Company Contacts Clause
  • Hide Calendar Settings
  • Hide Calendar Notes
  • Hide Pin Board
  • Hide Notes in Smart Folders
  • Hide Details in Smart Folders
  • Hide Create Batch Button in Timesheet
  • Show Contact Group Email
  • Show Affiliate Group Email
  • Hide Dashboards Tab

Within the UTA

  • Show Level 1 Contacts
  • Show Level 1 Contact Lookup Button
  • Show Level 2 Contact Lookup Button
  • Show Level 1 Companies
  • Show Level 1 Company Lookup Button
  • Show Level 1 Forms Tab
  • Show Level 1 Save Button
  • Show Level 1 Submit Button
  • Show Level 1 Delete Button
  • Show Level 1 Notes
  • Show Level 2 Notes
  • Show Level 3 Notes
  • Show Level 1 Template Notes
  • Show Level 2 Type Notes
  • Show Level 3 Type Notes
  • Show Level 1 Status Notes
  • Show Level 2 Status Notes
  • Show Custom Field Setting Notes
  • Show Level 1 Print Preview Button
  • Show Level 2 Print Preview Button
  • Show Level 3 Print Preview Button
  • Show UTA Transactions New Button
  • Show Level 1 New Button
  • Show Level 1 - Time Entry New Button
  • Show Level 2 New Button
  • Show Level 3 New Button
  • Show Time & Expense New Button
  • Show Level 1 Copy Button
  • Show Level 2 Copy Button
  • Show Level 3 Copy Button
  • Show Void Invoice Button
  • Hide Top Invoice Tab
  • Hide Top Time & Expense Tab
  • Hide Level 1 Public Note Type
  • Hide Level 2 Public Note Type
  • Hide Level 3 Public Note Type
  • Hide Level 1 View Button on Edit Page
  • Show Level 1 Contact Group Option
  • Show Level 2 Contact Group Option
  • Show Level 3 Contact Group Option
  • Show Level 1 Contact Group Email
  • Show Level 2 Contact Group Email
  • Show Level 3 Contact Group Email
  • Disable Level 1 Contact Links
  • Disable Level 1 Company Links
  • Disable Delete Level 1 Contacts
  • Disable Delete Level 1 Companies
  • Disable Delete Level 2 Contacts
  • Disable Delete Level 2 Companies
  • Disable Delete Level 3 Contacts
  • Disable Delete Level 3 Companies
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