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→Contact Filtering
You can restrict the selection of contacts that can be associated with Level 2 items to either a list of named contacts, or by role. <br>
This is implemented on the Level 2 '''Types''' page, so you can enforce a different selection of contacts for each Level 2 Type you have defined.
* Click on Settings > Types (Under Level 2 Settings) > then select the type you wish to restrict:* To restrict by specified named contacts , select the relevant contacts in the '''Specific Service Providers''' field.* To restrict by specified role(s) , add the relevant roles to the '''Specific Service Provider Roles''' field.
=Account and Contact Settings=