0
edits
Changes
→UTA Enhancements
* To set the visibility logic, navigate to the appropriate tandard field screen and enter the condition into the Visibility Condition column.
===[[Relating Contacts and Accounts to the Universal Tracking Application#Tabs for Contact and Account Lists|Level 1: Tabs for Contact and Account Lists]]===
*If you associate a large number of contacts or accounts (companies) with Level 1 items, you can now display different users based on roles on different tabs (and different accounts based on account roles on different tabs).
* You can access the feature within the UTA Settings tab - Contact Tabs and Account Tabs hyperlinks in 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.
===[[Relating Contacts and Accounts to the Universal Tracking Application#Contact and Account Filters|Level 1: Contact and 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 now configure visibility of the contacts/accounts associated with a Level 1 based on User Roles and Account Roles.
===[[Relating Contacts and Accounts to the Universal Tracking Application#Contact Restrictions|Level 1: Contact Restrictions]]===
* You can now restrict the number of contacts belonging to a given [[Role]] that can be associated with a Level 1 record.
:* This can also be used to restrict the total number of contacts that can be assigned to a Level 1 record.
