Changes

UTA Provider/Consumer Relationships

157 bytes removed, 16:59, 9 October 2013
Adding a Provider Record to a Consumer Record
Just as with contacts and accounts, when records from a provider UTA are assigned to the Level 1 entity you can select a Role to describe that records's engagement with the Level 1 Entity. You must first [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Configure_Consumer_UTA_Connection_roles|define Connection Roles]].
The fields that are visible in the Accounts UTA Provider section can be controlled using the [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Configure_Consumer_UTA_display_settings|Provider List View]] on the UTA Settings page in the Level 1 settings section. Any contacts that are associated with that account (as defined outside of the UTA) can thus be indirectly associated with the Level 1 item via the Accounts fie
==See Also==
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