Difference between revisions of "Advanced Logic Options"

From SmartWiki
Jump to: navigation, search
(Company Profile)
Line 53: Line 53:
 
*Show Contact Group Email
 
*Show Contact Group Email
 
*Show Affiliate 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 Forms Tab
 +
*Show Level 1 Save Button
 +
*Show Level 1 Submit Button
 +
*Show Level 1 Delete Button
 +
*Show Level 1 Notes
 +
*Show Level 1 Print
 +
*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 2 New Button
 +
*Show Level 3 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
 +
*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

Revision as of 09:07, 10 November 2011

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 Forms Tab
  • Show Level 1 Save Button
  • Show Level 1 Submit Button
  • Show Level 1 Delete Button
  • Show Level 1 Notes
  • Show Level 1 Print
  • 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 2 New Button
  • Show Level 3 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
  • 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