Difference between revisions of "Filter Person Based on Customer"

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The contacts available to be selected in the {{l1}} 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.
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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-organisations) selected in the Company standard field at Level 1.
  
 
This is enabled on the [[UTA]] Settings page in the [[Creating a Universal Tracking Application|Level 1 Settings]] section:
 
This is enabled on the [[UTA]] Settings page in the [[Creating a Universal Tracking Application|Level 1 Settings]] section:

Revision as of 16:13, 25 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-organisations) 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