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→The Accounts Field
When you add the Accounts field to the [[Level 1 Entity]] it will display as a section in the [[Level 1 Entity]]:
[[Image:AccountAccounts.PNG]]
Just as with contacts, when accounts are assigned to the Level 1 entity you can select a [[Role]] to describe that account's engagement with the [[Level 1 Entity]]. You must first define '''Company Roles''' as explained [[#Defining Which Roles are Available in the UTA|below]].
Any contacts that are associated with that account (as defined <u>outside</u> of the UTA) can thus be indirectly associated with the Level 1 item via the '''Accounts''' field.
==The Company (or Branch) Field==