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Relating Contacts and Accounts to the Universal Tracking Application

150 bytes removed, 18:10, 2 April 2009
→‎Associating Contacts with the Level 1 Entity
==Associating Contacts with Creating Roles to be Used in the Level 1 EntityUTA==
In this exercise you will create three new The [[Role|rolesRoles]]; '''Reviewer''', '''Executive Inthat have already been set-Charge''', and '''Legal Representative'''. These up within [[Role|rolesSmartSimple]] will not can be applied to any contact but only used when associating a contact with a contract., or you can create new roles as follows:
# Choose the Roles & Permissions from the [[Configuration Menu|Configuration]], [[Role|Roles]] & Permission [[Menu|menu]].
# Click the '''User Roles''' link.
# Add the roles you wish to be available when assigning contacts to Level 1 entities in the UTA
[[Image:Uta133.png]]
[[Image:Uta133.png]
There is no need to set any attributes for these [[Role|roles]] as they will only be used to reference contacts with the UTA.
You use this tab to establish the [[Custom Field|custom fields]] that track the relationship between the person in the role for that Level 1. In this instance custom fields are not required.
 
==Tabs for Contact and Account Lists==
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