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UTA Standard Field Settings

537 bytes added, 14:46, 9 August 2016
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* Level 3: Assigned Person Standard Field
* Level 3: Contact Person Standard Field
* Level 3: Contact List Standard Field
Checking this box means the contacts that can be selected in the standard field are restricted to those belonging to the organization (and its sub-organizations) selected in the Company standard field at Level 1.
===Introduction===
Available for Level 1 and Level 2: Contact List Standard Field
 
 
Introductory text that will be shown on the Contacts tab. This field processes variables, so instructions can be different for various roles etc.
* Level 1: Branch Standard field
* Level 1: Customer Standard Field
* Level 1: Company (Account) List Standard Field* Level 2: Company (Account) List Standard Field
===Default Lookup Category===
As such it is important that the list of available categories includes any Default Look-up Category that is selected.
 
===Introduction===
Available for Level 1 and Level 2: Company/Account List Standard Field
 
 
Introductory text that will be shown on the Company/Account tab. This field processes variables, so instructions can be different for various roles etc.
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