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You use this tab to establish the [[Custom Field|custom fields]] that track the relationship between the person in the role for that Level 1. In this instance custom fields are not required.
==Tabs for Contact and Account Lists==
* The Account filter works in the exact same manner.
==Contact Restrictions==
* To access this feature, click on the Contact Restrictions hyperlink on the UTA Settings tab.
* You can restrict the number of contacts belonging to a given role that can be associated with a Level 1 record:
[[Image:RoleRestriction.PNG]]
* Similarly you can restrict the number of times a given contact can be associated with a Level 1 record.
* Using the following will ensure each contact can only be assigned to the Level 1 record once:
[[Image:UserRestriction.PNG]]