Changes

Relating Contacts and Accounts to the Universal Tracking Application

3 bytes added, 17:09, 2 April 2009

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[[Image:Filter.PNG]]

* Once the feature has been enabled for either contacts or accounts, the UTA Contact Filters and/or UTA Account filters hyperlinks are available under the UTA's Settings tab - Settings panel.

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* You can now configure limits based on User Roles and Account Roles as to which Contacts and Accounts are visible to a given user.

 

* You then have the ability to configure limits based on User Roles and Account Roles as to which Contacts and Accounts are visible to a given user.

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