Changes

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.
* '''Note''': when this feature is enabled, contacts that are not assigned in the '''Contacts Section''' of the Level 1 record
will '''not''' be able to see any assigned contacts. The implication being that your internal system administrators staff (for example)
will need to be assigned to the Level 1 in order to view the contacts.<br />
* Similarly, the '''Owner''' of the Level 1 will have no visibility of the Contacts assigned if they are not also an assigned Contact
0
edits