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Company Role

7 bytes added, 13:03, 12 April 2017
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|[[Image:UTASpecificCompanyRoleLocation.jpg|link=|600 px]]
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In either location, Company Roles can be given a name, caption, description, display order and color code.<br />
[[Image:NewCompanyRoles.png|link=|950px]]
 
[[Custom Fields]] can also be associated with Company Roles. The fields can either be manifested when the company is associated with a [[UTA]] record at {{l1}} or {{l2}}:<br />
[[Image:CompanyCustomFields.png|link=|950px]]
 
The roles that can be ascribed to an associated company are set as a property of the ''Organizations'' [[standard field]]. Both the system-wide Company Roles and the UTA-specific Company Roles can be selected here.<br />
[[Image:Assignment_Roles_-_Organization.png|link=|600px]]
 
These roles will then be displayed in the drop-down box when adding a company to the record.<br />
[[Image:Orgs_-_List_of_Company_Roles.png|link=|600px]]
 
To access the Company Role's custom fields, click on the name of the Company Role on the attached Company record. A pop-up box will be displayed containing the entry fields defined above.<br />
[[Image:AccessingRoleField.jpg|link=|600px]]
 
 
==See Also==
Smartstaff, administrator
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