Difference between revisions of "UTA Contact Filters"

Revision as of 10:51, 28 April 2009

You can define who can see which contacts and accounts (companies) at Level 1 based on role membership. To implement these features, navigate to Settings > Application Configuration 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's Settings tab - Settings panel.
You can configure visibility of the contacts/accounts associated with a Level 1 based on User Roles and Account Roles.

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-#REDIRECT [[UTA Contact Filters]]
+===[[Relating Contacts and Accounts to the Universal Tracking Application#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 Level 1 based on role membership. To implement these features, navigate to Settings > Application Configuration 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's Settings tab - Settings panel.
+* You can configure visibility of the contacts/accounts associated with a Level 1 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 Filters and UTA Account Filters]]