Difference between revisions of "Contact Assignment Role Settings"
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The roles shown above define which [[UTA role]]s are available from the dropdown when a [[contact]] is assigned to a record in a given [[UTA]]. | The roles shown above define which [[UTA role]]s are available from the dropdown when a [[contact]] is assigned to a record in a given [[UTA]]. | ||
| − | [[File: | + | [[File:L1 List of UTA Roles 2.png|thumb|center|800px|UTA Role Assignment Selection.]] |
==Configuration== | ==Configuration== | ||
Revision as of 11:30, 30 July 2024
Assignment Roles are set as a property of the Contacts standard field.
The roles shown above define which UTA roles are available from the dropdown when a contact is assigned to a record in a given UTA.
Configuration
To set the Assignment Roles:
- Click the Configuration Settings tab on the menu bar.
- Click on the Level 1, Level 2 or Level 3 tab, depending on the level upon which the Contact field is whose roles you wish to constrain.
- Click on the hyperlink for Standard Fields.
- Click on the hyperlink Contacts in the list of standard fields.
- In the Assignment Roles select the UTA roles are available from the dropdown when assigning a contact.
- Click the Save button for the Contacts standard field.
