Changes

The Contacts Field
==The Contacts Field==
The 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 on the [[Level 1 Entity]]Record:
:[[Image:L1Contacts.PNG]]
When you assign a contact contacts are assigned to the Level 1 entity you can select a [[Role]] to describe that contact's engagement with the [[Level 1 Entity]].
*For example, if your UTA is tracking '''Research Projects''', the person who is applying to have their project approved could be added to the record with a [[Role|role]] named '''Candidate'''. Someone else could be assigned as '''Manager''', and perhaps 3 people would be assigned as '''Evaluators'''
* Any given contact could be an '''Evaluator''' for one Level 1 item and a '''Manager''' for a different Level 1 item.
* If the contact is both a '''Manager''' and '''Evaluator''' for the same Level 1 entity they can be assigned to the Level 1 twice: once as '''Manager''' and once as '''Evaluator'''.
:[[Image:Contacts.PNG]]
This feature is further extended providing the ability to define [[Custom Field|custom fields]] used to describe the interaction between the person and their engagement in the [[Level 1 Entity]].
* For example, if the [[Level 1 Entity]] is a '''Research Project''' and you anticipate there being different '''Managers''' being responsible over time, you could create custom fields on the '''Manager''' [[role]] to track their respective start and end dates along with other information.
For example, if the [[Level 1 Entity]] is a “research project” and you anticipate multiple project leaders over time, you would be better to use the contacts section as you could then track the start and end dates along with other information. If you use the '''Owner''' field you would not be able to track information around the individual project manager’s engagement with the project. ''The fields that are visible in the Contacts section can be controlled using the '''Contact List View''' hyperlink on the UTA Settings page in the Level 1 settings section.* On the image above the fields in the list view are '''Index''', '''First Name''', '''Last Name''' and '''Role''' 
==The Accounts Field==
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