Difference between revisions of "Filter Person Based on Customer"

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The contacts available to be selected in the {{l1}} Person [[Standard Level 1 Field List|standard field]] can be restricted to those belonging to the [[organization]] (and its sub-organizations) selected in the Company standard field at Level 1.
  
 
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This is enabled on the [[UTA Settings Page]] in the [[Creating a Universal Tracking Application|Level 1 Settings]] section:
 
 
The contacts available to be selected in the Level 1 Person standard field can be restricted to those belonging to the organisation (and it's sub-organisations) selected in the Company Standard Field at Level 1.
 
 
 
This is enabled on the UTA Settings page in the Level 1 Settings section:
 
 
:[[Image:FPBC.png]]
 
:[[Image:FPBC.png]]
  
 
==See Also==
 
==See Also==
 
* [[Relating Contacts and Accounts to the Universal Tracking Application]]
 
* [[Relating Contacts and Accounts to the Universal Tracking Application]]
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* [[Filter Owner Based on Organization]]
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* [[Standard Level 1 Field List]]
  
 
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[[Category:UTA Settings]]
[[Category:Universal Tracking Application]]
 

Latest revision as of 15:46, 26 June 2013

The contacts available to be selected in the Level 1 Person standard field can be restricted to those belonging to the organization (and its sub-organizations) selected in the Company standard field at Level 1.

This is enabled on the UTA Settings Page in the Level 1 Settings section:

FPBC.png

See Also