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
- 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