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Level 2 Contact and Account Relationships
=Level 2 Contact and Account Relationships=
There are 3 4 standard fields that can be used to associate Contacts with the Level 2 entity:
# Owner
# Contact People
# Assigned People
# Company List
Accounts cannot be associated directly with Level 2 entities using a standard field.
==The Assigned People Field==
The '''Contact Assigned People''' standard field works similar to the Person field above, but multiple contacts can be added to the field.
'''Note''': if the '''Assigned Links''' field is also enabled on the Standard Fields page the record will display a hyperlink to the contacts listed in the Assigned People field directly underneath the field
 
 
==The Company List Field==
In order to use the '''Company List''' field you must first enable '''Use Multiple Company List''' under the Level 2 settings on the Application Configuration Page. Then go to the Level 2 Standard Fields list and enable the '''Company List''' field by entering a name in the Label field.
* When editing Level 2 record you will now be able to assign companies to the Level 2 entity exactly as described for the Accounts field for Level one [[#|above]]
 
defined in the [[Enabling the Security Matrix|Security Matrix]]. <u>Not</u> the role
they are given if they are assigned at Level 2.
 
=Custom Fields=
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