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Auto Assignments

92 bytes added, 16:46, 9 October 2013
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'''Auto Assignments''' allow you to define rules for automatically assigning contacts to Level 1 {{l1}} and Level 2 {{l2}} entities. '''NOTE:''' Auto Assignment between levels can only be used if the Multiple Contact List at Level 2 is '''not''' enabled. 
'''NOTE:''' Auto Assignment between levels can only be used if the [[Relating_Contacts_and_Accounts_to_the_Universal_Tracking_Application#Multiple_Contact_List|Multiple Contact List]] at Level 2 is '''not''' enabled.
Using the '''Auto Assignment''' function, the Owner of a [[Level 1 Entity|Level One]] [[Entity|entity]] can be automatically added to the '''Contacts''' section of the [[Level 1 Entity|Level One]].
* On the [[UTA Settings - General]] page, select the "Enable Auto Assignments" setting.
[[Image:EnableAutoAssignment.png|link=]]
* The hyperlink to the Auto Assignments setting Settings page will appear.
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