8,849
edits
Changes
Types
,no edit summary
* '''Restrict Contact Assignment by Role''' (Level 2 only) - Allows you to define which contact [[Role]]s can be assigned to this Level 2 Type.
::''For example, if the Level 2 Type is "Legal Contract", you may wish to specify that only contacts with the role of "Lawyer" can be assigned to records of this type.''
* '''Restrict Contact Assignment Role List'''- When assigning contacts to a Level 2 record, you can restrict the [[UTA Roles]] that are available from the dropdown with this section.
* '''Scheduling Prerequisite'''