Filter Person Based on Customer
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Revision as of 15:42, 26 June 2013 by Arthur Lathrop (talk | contribs)
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-organisations) selected in the Company standard field at Level 1.
This is enabled on the UTA Settings page in the Level 1 Settings section: