Changes

Jump to: navigation, search

UTA Standard Field Settings

10 bytes added, 20:44, 23 January 2014
no edit summary
===[[Status Field Permissions|Status - Field Permissions]]===
These [[Status Field Permissions|settings]] allow you to control by the [[Status]] of the record whether or not the field can be viewed and/or modified.
 
 
=People Standard Field Settings=
* Level 3: Contact Person Standard Field
* Level 3: Contact List Standard Field
 
===Lookup Scope===
Use the radio buttons to specify whether the list of users available from the standard field are internal users, external users or both.
 
===Lookup Roles===
Use the Lookup button to define which UTA roles are available from the standard field in a given UTA.
 
 
=Organization Standard Field Settings=
* Level 1: Branch Standard field
* Level 1: Customer Standard Field
 
===Default Lookup Category===
[[Image:DefaultLookupCategory2.png]]
 
===Lookup Category===
As such it is important that the list of available categories includes any Default Look-up Category that is selected.
 
 
=See Also=
Smartstaff, administrator
4,478
edits

Navigation menu