Changes

* You can now set visibility logic on standard fields at all Levels levels in the same way manner that you can set these conditions on custom fields. * To set the visibility logic, navigate to the appropriate Standard tandard field screen and enter the condition into the Visibility Condition column.Universal Tracking Application EnhancementsFrom SmartWikiJump to: navigation, search

===Level 1: Contact and Company Account Filters===*You can define who can see which contacts and companies accounts 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 Company Account Filter.* Once the feature has been enabled for either Contacts or CompaniesAccounts, the UTA Contact Filters and/or UTA Company Account filters hyperlinks are available under the UTA's Settings tab - Settings panel.* You then have the ability to configure limits based on User Roles and Company Account Roles as to which Contacts and Companies Accounts are visible to a given user.

===Level 1: Tabs for Contact and Company Account Lists===*If you associated associate a lot large number of contacts Contacts or companies Accounts with each Level 1 items, you can now display different users based on roles on different tabs (and different companies accounts based on company account roles on different tabs).* You can access the feature within the UTA Settings tab - Contact Tabs and Company Account Tabs hyperlinksin the Level 1 Settings section. You can associate as many tab names to roles as required. Tabs can also be deleted through the same screen.

===Multiple Companies Accounts at Level 2===If you enable the Use Multiple Company Account List checkbox on the Settings > Application Configuration screen you will be able to associate and control company account associations in a similar manner to Level 1 companiesaccounts.