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→Account & Contact Settings
==Account & Contact Settings==
[[Image:MiscSettings-AccountandContactSettings.png|link=]]
* When [[transactions|transaction types]] are added '''Enable Level 1 on Organization New Menu - Allows you to this section using create a new grant from the {{LookupButton}} button, a user will be able to associate transactions organization automatically attaching them''' -* '''Enable Level 1 on Organization Tab - Displays list of this type grants associated with the organization under their profile''' -* '''Enable Level 2 on Contact New Menu - Allows you to create a {{l1}} record.new activity from the contact automatically attaching them''' -* '''Enable Level 2 on Contact Calendar - Displays activities that the contact is associated with on their personal calendar''' -* '''Enable Level 2 Tab on Contact Profile - Displays list of activities associated with the contact under their profile''' -* '''Enable Level 3 Tab on Contact Profile - Displays list of level 3 activities associated with the contact under their profile''' -* Transaction types can then be excluded from specific [['''Enable Level 1 Templates]] by editing the template > clicking Tab on Contact Profile - Displays list of grants associated with the View Status button and selecting contact under their profile''' -* '''Enable Alert Time Conflicts - Displays a message if the transaction type in contact is already associated to activity for the "Disabled Transaction Type" section.grant at that time''' -
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==Workflow and Calendar Field Settings==
[[Image:MiscSettings-WFandCalendarSettings.png|link=]]