Difference between revisions of "Filter Person Based on Customer"
From SmartWiki
| (5 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
| − | The contacts available to be selected in the {{l1}} Person [[Standard Field|standard field]] can be restricted to those belonging to the [[organization]] (and its sub- | + | 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. |
| − | This is enabled on the [[UTA]] | + | This is enabled on the [[UTA Settings Page]] in the [[Creating a Universal Tracking Application|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]] | ||
| + | * [[Filter Owner Based on Organization]] | ||
* [[Standard Level 1 Field List]] | * [[Standard Level 1 Field List]] | ||
| − | [[Category: | + | [[Category:UTA Settings]] |
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:
