For AI agents: visit https://documentation.advsol.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
Authorization levels: Home page (../CS)
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Task List Item
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Required Conditions and Notes
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Welcome
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Full or Casual user. Default view if Check Tasks on Login is not selected in your user record
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View activity tasks
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Full or Casual user. Default view if Check Tasks on Login is selected in your user record
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Generate reports
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Full or Casual user
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View tasks
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Full or Casual user
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IQA > Contacts
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Full user + Customers auth level 2 + Reporting group + MEMBERSHIP license
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IQA > Prospects
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Full user + Customers auth level 2 + Reporting group + MEMBERSHIP and AQMGMT license
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IQA > Orders
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Full user + Orders auth level 2 + Reporting group + ORDER license
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IQA > Events
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Full user + Events auth level 2 + Reporting group + MEET license
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IQA > Fundraising
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Full user + Fund Raising auth level 2 + Reporting group + FUNDR license
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