Advanced Logic Options

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