Changes

Jump to: navigation, search
Contact and Account Filters
* Similarly, the '''Owner''' of the Level 1 will have no visibility of the Contacts assigned if they are not also an assigned Contact
in the Contacts section. If you want the owner to have visibility of Contacts you can enable an Account Auto Assignment
(Settings > Auto Assignments) which automatically assigns the owner to the Level 1 Contacts section with whatever Role you desirea specified [[Roles|role]]
* To implement these features, navigate to Settings > Application Configuration and within the Security Settings panel, select the check boxes beside Enable UTA Contact Filter and/or Enable UTA Account Filter.
:[[Image:Filter.PNG]]
0
edits

Navigation menu