Difference between revisions of "Advanced Logic Options"

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Revision as of 14:33, 4 June 2013

Contents

1 Under Global Settings
2 Within the UTA

Under Global Settings

Buttons

Show New Contact Button
Show New Company Button
Show New Activity Button
Show Contact Duplicate Check Button
Show Company Duplicate Check Panel

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 Check Duplicate 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

Company Profile

Enable View Company Profile
Enable Edit Company Profile
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 Duplicate Check on Company Profile
Hide Organization Chart on Company Profile
Hide Company Profile Icon Links

Transactions

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

Others

Exclude Own Company Contacts Clause
Hide Calendar Settings
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

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 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

Retrieved from ‘https://wiki.smartsimple.com/index.php?title=Advanced_Logic_Options&oldid=14490’