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UTA Contact Filters

950 bytes added, 14:51, 28 April 2009
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===[[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 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]]
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