Difference between revisions of "Organization Assignment Role Settings"
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[[Image:Orgs_-_List_of_Company_Roles.png|link=]] | [[Image:Orgs_-_List_of_Company_Roles.png|link=]] | ||
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To set the ''Assignment Roles'': | To set the ''Assignment Roles'': | ||
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# In the '''Lookup Filter '''select the '''Scope''',''' Lookup Categories''' and '''Status''' which will be available in the assigning a contact. | # In the '''Lookup Filter '''select the '''Scope''',''' Lookup Categories''' and '''Status''' which will be available in the assigning a contact. | ||
# Click the '''Save''' button for the ''Organizations'' standard field. | # Click the '''Save''' button for the ''Organizations'' standard field. | ||
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==See Also== | ==See Also== | ||
Revision as of 06:34, 2 August 2024
Assignment Roles are set as a property of the Organizations standard field.
The categories shown above define which Company Roles are available from the dropdown when an organization is assigned to a record in a given UTA.
Configuration - Essential
To set the Assignment Roles:
- Click the Settings tab on the menu bar.
- Click on the Level 1, Level 2 or Level 3 tab, depending on the level upon which the Organizations field is whose assignable company roles you wish to constrain.
- Click on the hyperlink for Standard Fields.
- Click on the hyperlink Customer in the list of standard fields.
- In the Lookup Filter select the Scope, Lookup Categories and Status which will be available in the assigning a contact.
- Click the Save button for the Organizations standard field.
