Option Name

Function controlled

Create Merge Files

The ability to create merge text files from search lists containing contact information for the records on those lists

Export to Excel

Creating excel format files from search lists containing contact information for the records on those lists

Save Search Lists

Saving a search list so that it can be opened up at a later time without having to run the search that produced the search list again

Use Add/Remove Datacodes

Being able to add specific datacodes en masse to all or some of the records on a search list, or remove datacodes en masse from all or some of the records on a search list.

Export to Outlook

Allows exporting individual people records or entire people search lists to create contact records in Microsoft Outlook (requires Outlook 2000 or above).

Delete Activities

The ability to delete activity records from the activity report window

Delete Attachments

This allows users to delete files that are attached to Company, People or Job Order records

Delete Records

Allowing a user to delete Company, People, or Job Order records

Edit Records

This controls whether a user can edit an existing Company, People, or Job Order record

Change Source Once Set

Once a source link has been set on a people record, this determines whether or not a user can remove that source or change the source to a different record

Globally Search Activities

Controls whether a user can pull up a cross-record activity report from the desk (by date, activity type or user code) or can only pull up an activity report for an individual record

Perform Searches

This determines whether a user can run searches by clicking on the Search icon on the icon toolbar (this also blocks users from running a PowerSearch or using DocSearch)

Change Audit Information

This allows a user to change the Owner, Entered By, and Entry Date fields within the info section of a record (changing the Owner field can be overridden by disabling the Change Ownership permission)

Change Ownership

This controls whether the Owner field within the info section of a record can be changed -- it is unnecessary to disable this option if the Change Audit Information option has already been turned off for a user or for all users.

Run Advanced AutoEntry

Allowed users to run Advanced Autoentry when it was still supported (no longer works as of 2016).