Difference between revisions of "Disable Default Assign"
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* [[Relating Contacts and Accounts to the Universal Tracking Application]] | * [[Relating Contacts and Accounts to the Universal Tracking Application]] | ||
− | [[Category:Universal Tracking Application]] | + | [[Category:Universal Tracking Application]][[Category:UTA Settings]] |
Revision as of 11:55, 9 July 2013
When a new Level 2 is created the user that created the record is automatically added to the Assigned standard field.
- This takes place, even if the Level 2 Assigned standard field is not visible.
The Disable Default Assign setting will disable this behaviour.
This option can be set on the UTA Settings page in the Level 2 Settings section:
When Disable Default Assign is ticked the Assigned standard field will blank when new Level 2 records are created.
- This setting has no effect if the multiple Contact list is enabled at Level 2.
Note: If using the Security Matrix you should consider the implications prior to changing this setting.