Smartstaff
95
edits
Changes
→Level 1 UTA records: Added permission level details.
==Level 1 UTA records==
The Split Screen feature available within individual level 1 UTA records allows for a user to view either the Customer record or Owner record associated with the level 1 record. As long as the user can see the owner and/or customer field on the page, based on those standard fields' permissions, the user will have the potential to see the show/hide menu item. In addition, the user must have the appropriate permissions for their role in the Contact/Company Security Matrix in order to view the corresponding organization or user profile.
If your role has the appropriate permissions against the UTA , then when you access a level 1 record and click on the Options menu you will see entries under Tools that allows you to Show Customer record or Show Owner record.
If you click this icon then the screen splits in 2, with a read-only version of the Owner or Customer record exposed on the left side of the screen and the level 1 record on the right of the screen. The Options menu will now have an entry under Tools that allows hiding the Customer or Owner record.
==Level 2 and 3 UTA records==