Difference between revisions of "Role Based Custom Fields"
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Revision as of 13:34, 3 October 2013
Contents
Role Based Custom fields are custom fields pertaining to a contact record that only manifest in certain situations.
- The basic type, "Base," of role based custom fields will manifest on the contact profile only if the contact possesses that Role.
- UTA Level One and Two role based custom fields will only appear when a contact is assigned to a Universal Tracking Application (UTA) record, on that level, with that UTA Role.
- Association role based custom fields will only appear when a contact is associated with a different company with that Association role.
Role Based Custom Fields - Base
Role Based Custom Fields - UTA Level One
Role Based Custom Fields - UTA Level Two
Role Based Custom Fields - Association Custom Fields
