Difference between revisions of "Filter Person Based on Customer"

Revision as of 16:10, 14 May 2010

The contacts available to be selected in the Level 1 Person standard field can be restricted to those belonging to the organisation (and it's sub-organisations) selected in the Company Standard Field at Level 1.

This is enabled on the UTA Settings page in the Level 1 Settings section:

See Also

• Relating Contacts and Accounts to the Universal Tracking Application