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Relating Contacts and Accounts to the Universal Tracking Application

66 bytes added, 18:05, 2 April 2009

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==The Contact Contacts Field==

Standard UTA Level 1 field – '''Contacts''' is used to establish a direct relationship between multiple people to the same [[Level 1 Entity]]. When you add the '''Contacts''' field to the [[Level 1 Entity]] it will display as a section in the [[Level 1 Entity]].

Contacts associated with an associated account can be indirectly associated with the Level 1 item. This is controlled through the Security Matrix feature.

 

==Associating Contacts with the Level 1 Entity==

In this exercise you will create three new [[Role|roles]]; '''Reviewer''', '''Executive In-Charge''', and '''Legal Representative'''. These [[Role|roles]] will not be applied to any contact but only used when associating a contact with a contract.

1. # Choose the [[Configuration Menu|Configuration]], [[Role|Roles]] & Permission [[Menu|menu]]. 2. # Click the '''User Roles''' link. 3. # Add the following roles:you wish to be available when assigning contacts to Level 1 entities in the UTA

[[Image:Uta133.png]

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