Difference between revisions of "Role Based Custom Fields"
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==Role Based Custom Fields - Association Custom Fields== | ==Role Based Custom Fields - Association Custom Fields== | ||
| − | * Creating an Association Role Based Custom Field means that that field will manifest when a contact is added to a company record with a given | + | * Creating an Association Role Based Custom Field means that that field will manifest when a contact is added to a company record with a given Association Role.<br />[[Image:AssociationCustomFields.jpg|link=|600px]] |
* To access the custom field, click on the hyperlinked role name of the associated contact on the company record to which it is associated.<br />[[Image:AssociationCustomFieldDisplay.jpg|link=|600px]] | * To access the custom field, click on the hyperlinked role name of the associated contact on the company record to which it is associated.<br />[[Image:AssociationCustomFieldDisplay.jpg|link=|600px]] | ||
Revision as of 09:00, 7 October 2013
Contents
Role Based Custom fields are custom fields pertaining to a contact record that only manifest in certain situations.
- The basic type, "Base," of role based custom fields will manifest on the contact profile only if the contact possesses that Role.
- UTA Level One and Two role based custom fields will only appear when a contact is assigned to a Universal Tracking Application (UTA) record, on that level, with that UTA Role.
- Association role based custom fields will only appear when a contact is associated with a different company with that Association role.
Role Based Custom fields can be created using the following method:
- Click on Roles & Permissions (located on the Configuration Menu on the left-hand navigation bar)
- Click on the hyperlink for User Roles
- Click the Edit button next to the role for which Role Based Custom Fields should be configured.
- Click on the Custom fields button.
Role Based Custom Fields - Base
- The following custom fields have been created on the Employee Role
- The following user profile possesses the Employee Role, therefore the custom fields will appear on this user's profile
Role Based Custom Fields - UTA Level One
- Creating a Role Based Custom Field on Level 1 means that that field will manifest when a contact is added to a UTA Level 1 record with a given UTA Role.
- To access the custom field, click on the hyperlinked role name of the associated contact on the Level 1 record.
Role Based Custom Fields - UTA Level Two
- Creating a Role Based Custom Field on Level 2 means that that field will manifest when a contact is added to a UTA Level 2 record with a given UTA Role.
- To access the custom field, click on the hyperlinked role name of the associated contact on the Level 2 record.
Role Based Custom Fields - Association Custom Fields
- Creating an Association Role Based Custom Field means that that field will manifest when a contact is added to a company record with a given Association Role.
- To access the custom field, click on the hyperlinked role name of the associated contact on the company record to which it is associated.
