Changes

Filter Owner Based on Branch

26 bytes removed, 14:04, 19 June 2019
no edit summary
===Filter Owner Based on Branch=Overview==
The contacts available to be selected in the [[Level 1 Entity]] Owner [[standard field]] for an organization can be restricted to those belonging to the related [[branch]] (an organization record subordinate to another organization in the company hierarchy) and its sub-organizations. The branch must be selected first in the standard field at level 1. 
:* With the other '''Feature Options, '''you may choose other configurable restrictions for this standard field, such as Lookup restrictions for specific [[Roles]] and so on.
====Internal Branch Filter====
When using the Branch [[standard field]] at [[Level 1 Entity|Level 1]], you may also restrict which companies are available in the Branch drop-down list based on which user is editing the record.
2,299
edits