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Anchor Follow-up Data Permission

Use the Anchor Follow-up Data permission to specify the follow-up data to display when an account is open in the Work Form.

Location

In the Navigation pane, click Applications > Liquid Latitude > Work Form > Anchor Followup Data.

Scope

This permission is available for the following scopes:

  • System

  • Business Class

  • Customer Group

  • Customer

Policy

The policy allows your organization to specify the follow-up data to display when an account is open in the Work Form. Enable the permission for a scope and then specify the follow-up data to display.

Related Topics

Search for a Permission or System Code

Set a Permission and Policy

Work Form Settings

Liquid Latitude Settings

Application Settings

Permissions and Policies