0
edits
Changes
→Account and Contact Settings
[[Image:Uat16.png]]
* For example, if you '''Enable Level 1 Item on Account New Menu''', when you are viewing an account profile from anywhere within [[SmartSimple]] you will be able to create a new Level 1 Item for the UTA and the Account account will be attached automatically to the record.* Similarly if you '''Enable Level 2 Activity on Contact New Menu''' , users will be able to create a new Level 2 Activity which will be automatically assigned to whichever Contact contact profile they are viewing.
* If '''Enable Level 1/2/3 Tab on Contact Profile''' is enabled, when viewing a contact profile there will be tab(s) listing all the records that contact is associated with.
