Role Based Custom Fields

Role Based Custom fields are custom fields pertaining to a contact record that only manifest in certain situations.

• The basic type, "Base," of role based custom fields will manifest on the contact profile only if the contact possesses that Role.
• UTA Level One and Two role based custom fields will only appear when a contact is assigned to a Universal Tracking Application (UTA) record, on that level, with that UTA Role.
• Association role based custom fields will only appear when a contact is associated with a different company with that Association role.

Role Based Custom fields can be created using the following method:

1. Click on

Contents

Role Based Custom Fields - Base

Role Based Custom Fields - UTA Level One

Role Based Custom Fields - UTA Level Two

Role Based Custom Fields - Association Custom Fields

See Also

• Edit Role page