Changes

UTA Contact Filters

1,080 bytes added, 13:18, 23 July 2013
Level 1: UTA Contact Filters and UTA Account Filters
===[[Relating Contacts and Accounts to the Universal Tracking Application#REDIRECT UTA Contact Filters and UTA Account Filters|Level 1: UTA Contact Filters and UTA Account Filters]]===*You can define who can see which contacts and accounts (companies) at {{l1}} based on role membership. To implement these features, navigate to the [[UTA Settings Page|Settings tab]], choose the [[UTA Settings - Security|Security tab]] and within the Security Settings panel, select the check boxes beside Enable UTA Contact Filter and Enable UTA Account Filter.* 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 Settings - Settings|main Settings page]].* You can configure visibility of the contacts/accounts associated with a {{l1}} based on User Roles and Account Roles.  For more information: [[Relating Contacts and Accounts to the Universal Tracking Application#UTA Contact Filters and UTA Account Filters|UTA Contact Filtersand UTA Account Filters]] [[Category:Universal Tracking Application]][[Category:Security]]
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