Limit visibility

To use this feature you need to enable it in the left hand menu first:

With the limit visibility feature you can define in which context the button are visible. For example if you create a button that will send a deal to invoicing it makes sense that it is only visible on deals, not on organizations or persons.

Show only in scopes

When selected, the button will only be visible in the selected object types. If omitted the button will be visible in all object types

Show only in pipelines

Can only be set if the "Show only in scopes" selection includes deals. When selected the button will only be visible in the selected deal pipelines.

Show only in stages

Can only be set if the "Show only in pipelines" selection has been set. When selected the button will only be visible in the selected pipeline stages. If omitted the button will be visible in all of the pipeline's stages.

Show only for users

When selected, the button will only be visible for the selected users.