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Contacts Portal Settings

Last post 08-01-2011 8:23 AM by Method_Michael. 1 replies.
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  • 07-29-2011 5:36 PM

    Contacts Portal Settings

    Is there a setting on the contacts portal that would prevent any contact other than the main contact from seeing the transaction history?

    Mark Crews
    Cloud Consultancy
    Principal and Developer


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  • 08-01-2011 8:23 AM In reply to

    Re: Contacts Portal Settings

    Answer

    Hi Mark,

    Currently there is no setting for this, but what you can do is have the transactions in its own section and hide the section on screen load if if the Contacts SpecialType is not 'Contact'.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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