Difference between revisions of "Advanced Logic Options"
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(→Company Profile) |
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| Line 2: | Line 2: | ||
===Buttons=== | ===Buttons=== | ||
| − | *Show New Contact Button | + | *Show New Contact Button (Default Show) |
| − | *Show New Company Button | + | *Show New Company Button (Default Show) |
| − | * | + | *Hide New Activity Button |
| − | * | + | *Hide Print Report Button |
| − | |||
===User=== | ===User=== | ||
| Line 16: | Line 15: | ||
*Hide Print Preview Tab on User Profile | *Hide Print Preview Tab on User Profile | ||
*Hide Settings Tab on User Profile | *Hide Settings Tab on User Profile | ||
| − | |||
*Hide Tab Bar on User Profile | *Hide Tab Bar on User Profile | ||
*Hide Associates on User Profile | *Hide Associates on User Profile | ||
| Line 23: | Line 21: | ||
*Hide Phone Hyper Link | *Hide Phone Hyper Link | ||
*Read Only in User Centric User Profile Page | *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 Edit Button | ||
| + | *Hide New Company Button | ||
*Hide Activities on Company Profile | *Hide Activities on Company Profile | ||
*Hide Administrative Fields (Primary Contact, Parent Company, Owner) on Company Profile | *Hide Administrative Fields (Primary Contact, Parent Company, Owner) on Company Profile | ||
| Line 35: | Line 36: | ||
*Hide Print Preview Tab on Company Profile | *Hide Print Preview Tab on Company Profile | ||
*Hide Settings Tab on Company Profile | *Hide Settings Tab on Company Profile | ||
| − | |||
*Hide Organization Chart on Company Profile | *Hide Organization Chart on Company Profile | ||
*Hide Company Profile Icon Links | *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 Calendar Notes | ||
*Hide Pin Board | *Hide Pin Board | ||
*Hide Notes in Smart Folders | *Hide Notes in Smart Folders | ||
| Line 53: | Line 59: | ||
*Show Contact Group Email | *Show Contact Group Email | ||
*Show Affiliate 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 11:18, 12 August 2013
Contents
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
