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Logon Management – Options for Viewing / Editing Records

Access to ‘Record Update’ Page – allows the user to access the ‘record update’ page for a record.

Access to ‘Edit Profile’ Page – allows the user to access the ‘edit profile’ page for a record. 

Show Custom Forms Section – Turns on or off the display of the “Custom Forms” section on the “Record Update”, “Edit Profile” and “View Profile” pages and the “Contacts” popup dialog page. This setting works in conjunction with the configuration of the display of sections in the “Record Update”, “Edit Profile” and “View Profile” pages. (see the “Customize Pages” feature in the “Administration” page)

Show Attached Files Section – Turns on or off the display of the “Attached Files” section on the “Record Update”, “Edit Profile” and “View Profile” pages. This setting works in conjunction with the configuration of the display of sections in the “Record Update”, “Edit Profile” and “View Profile” pages. (see the “Customize Pages” feature in the “Administration” page) 

Show Profile Summary Section – Turns on or off the display of the “Profile Summary” section on the “Record Update” and “View Profile” pages. This setting works in conjunction with the configuration of the display of sections in the “Record Update” and “View Profile” pages. (see the “Customize Pages” feature in the “Administration” page)

Show Call Center Stats Section – Turns on or off the display of the “Call Center Stats” section on the “Record Update”, “Edit Profile” and “View Profile” pages. This setting works in conjunction with the configuration of the display of sections in the “Record Update”, “Edit Profile”, “View Profile” and “Search” pages (see the “Customize Pages” feature in the “Administration” page) and also in conjunction with the “Call Center Stats” setting for the workgroup. (see the “Manage Workgroups” feature in the “Administration” page).

Show Opportunities Section – Turns on or off the display of the “Opportunities” section on the “Record Update” and “Edit Profile” pages. This setting works in conjunction with the configuration of the display of sections in the “Record Update” and “Edit Profile” pages (see the “Customize Pages” feature in the “Administration” page) and also in conjunction with the “Track Opportunities” setting for the workgroup. (see the “Manage Workgroups” feature in the “Administration” page).

Show Callbacks / Events Section – Turns on or off the display of the “Callbacks / Events” section on the “Record Update” and “Edit Profile” pages.. This setting works in conjunction with the configuration of the display of sections in the “Record Update” and “Edit Profile” pages. (see the “Customize Pages” feature in the “Administration” page) 

Show Lead Highlight Comments Section – Turns on or off the display of the “Lead Highlight Comments” section on the “Record Update”, “Edit Profile” and “View Profile” pages. This setting works in conjunction with the configuration of the display of sections in the “Record Update”, “Edit Profile” and “View Profile” pages.(see the “Customize Pages” feature in the “Administration” page) 

Show Cases Section – Turns on or off the display of the “Cases” section on the “Record Update” and “Edit Profile” pages. This setting works in conjunction with the configuration of the display of sections in the “Record Update” and “Edit Profile” pages (see the “Customize Pages” feature in the “Administration” page) and also in conjunction with the “Add / Edit / Delete / View Cases” setting for the user and with the “Access To Case Management” setting for the workgroup. (see the “Manage Workgroups” feature in the “Administration” page). 

Show Quotes Section – Turns on or off the display of the “Quotes” section on the “Record Update”, “Edit Profile” and “Add/Edit Opportunity” pages. This setting works in conjunction with the configuration of the display of sections in the “Record Update”, “Edit Profile” and “Add/Edit Opportunity pages (see the “Customize Pages” feature in the “Administration” page) and also in conjunction with the “Access to Quotes” setting for the workgroup. (see the Manage Workgroup features for additional details). 

Add / Edit Contacts – Allows a user to add a contact to a record and allows a user to update contacts associated with a record. 

Add Custom Form – Allows a user to attach a custom form to a record, contact or opportunity. 

Edit Custom Form – Allows user to attach a custom form when adding a record. Also controls whether a sales form or feedback form displayed in the “Record Update” page is updateable; whether custom forms attached to a record are updateable and whether a custom form displayed in the “Opportunity Edit” page is updateable. 

Delete Custom Form – Allows a user to delete a custom form attached to a record, contact or opportunity. Also allows a user to delete a custom form (from the “Manage Custom Forms” feature in the “Administration” page). 

Edit Highlight and General Comments – Allows a user to update lead comments (background information) on the “Edit Profile” page. 

Assign Records – Allows a user to assign records to other users. 

Allow Partner View – For users with “User Type” equal to “Partner Rep”, and for features that include a list of partner reps (e.g. assign record, add / update records, add / update callbacks), allows the user to assign to other partner reps for the same partner to which the user belongs. 

Share Records – Allows a user to share access to records. 

Clone Records – Allows a user to clone a record. 

Archive Records – Allows a user to search for archived records, archive a record or records, restore archived records and merge records. 

Delete Records – Allows a user to delete a record or records. 

Clone Opportunities – Allows a user to clone an opportunity. 

Add / Delete Marketing Activities  – Allows a user to add and delete marketing activities. 

Add / Edit / Delete / View Cases – Allows a user to add, view, update and delete cases. 

Delete Email Messages – Allows a user to delete email messages associated with a contact.

Allow “Click to Dial” for Phone Numbers – Allows the user to one of the integrated dialing programs. Features range from simple dialing to advanced call center functions like Predictive dialing with advanced reporting. You may also use tools like Skype & Telify in Firefox for click-to-dial. 

Add to Lead Nurturing Tracks – Allows the user to add contacts to lead nurturing tracks.

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