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* You can either click the '''Lookup''' button to find and select the contact, or you can simply start typing the name and a list of matching contacts will appear below the field.
* The '''Person''' field does not allow assignment by role.
* If the ''Filter Person Based on Customer'' option is selected on the UTA Settings page, the list of contacts available if the Customer standard field is enabled will be restricted to the company/account selected as the Customer, as well as the contacts in any of the sub-companies of the Customer company.
==The Contacts Field==
==The Company (or Branch) Field==
If this field is added to the Level 1 it will be displayed as a pull-down menu of all the internal sub-companies/branches under of the parent company/branch. == The Customer (or Client) Field== This field allows you to select any external Company or Account.* If the ''Filter Person Based on Customer'' option is selected on the UTA Settings page, the list of contacts available if the Person standard field is enabled will be restricted to the company/account selected here, as well as the contacts in any sub-companies of the Customer company.
=Level 1 Contact and Account Field Settings=
