Changes

Relating Contacts and Accounts to the Universal Tracking Application

38 bytes added, 20:02, 3 April 2009

→‎Level 2 Contact and Account Relationships

'''Note''': if the '''Assigned Links''' field is also enabled on the Standard Fields page the record will display a hyperlink to the contacts listed in the Assigned People field directly underneath the field

 

 

==The Account List Field==

*In order to use the '''Account List''' field at Level 2 you must first enable '''Use Multiple Account List''' under the Level 2 settings on the Application Configuration Page. Then go to the Level 2 Standard Fields list and enable the '''Account List''' field by entering a name in the Label field.

* When editing Level 2 records you will now be able to assign companies to the Level 2 entity by company role, exactly as described for the '''Accounts''' field for Level 1 above. The [[Role|roles]]

==The Account List Field==*In order to use the '''Account List''' field at Level 2 you must first enable '''Use Multiple Account List''' under the Level 2 settings on the Application Configuration Page. Then go to the Level 2 Standard Fields list and enable the '''Account List''' field by entering a name in the Label field.* When editing Level 2 record you will now be able to assign companies to the Level 2 entity exactly as described for the '''Accounts''' field for Level 1 above.

* You can limit the total number of contacts that can be assigned to the Contacts Field (or Multiple Contact List if enabled) at Level 2.

* To enable enter the desired limit into the '''Maximum Contacts - Maximum number of contacts can be assigned''' field on the Application Configuration page in the Level 2 settings section.

 

 

=Custom Fields=

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