Difference between revisions of "Advanced Logic Options"

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(User)
(Company Profile)
Line 26: Line 26:
 
*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 34: 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 Duplicate Check 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===

Revision as of 13:38, 4 June 2013

Under Global Settings

Buttons

  • Show New Contact Button
  • Show New Company Button
  • 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 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