Changes

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==

You can also create new [[Role|Roles]] specifically for use in the UTA:

===Creating Contact Roles===

* The Account filter works in the exact same manner.

==Contact Restrictions==

* The following combination would ensure that each contact can be assigned to the Level 1 twice, but only once per role (assuming the roles available are Candidate, Evaluator and Manager):

:[[Image:UserRoleCombo.PNG]]

=Level 2 Contact and Account Relationships=

* You can limit the total number of contacts that can be assigned to the Contacts Field (or Multiple Contact List if enabled) at Level 2.

* To enable enter the desired limit into the '''Maximum Contacts - Maximum number of contacts can be assigned''' field on the Application Configuration page in the Level 2 settings section.

* 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 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.

=Custom Fields=

* [[Custom Field Type (90): Select One – Internal Entity]]

* [[Custom Field Type (70): Select One – Internal People]]

[[Category:Universal Tracking Application]][[Category:Applications]]