Changes

Organization Assignment Role Settings

11 bytes added, 11:34, 2 August 2024
Configuration
[[Image:Orgs_-_List_of_Company_Roles.png|link=]]
==Configuration- Essential==
To set the ''Assignment Roles'':
# In the '''Lookup Filter '''select the '''Scope''',''' Lookup Categories''' and '''Status''' which will be available in the assigning a contact.
# Click the '''Save''' button for the ''Organizations'' standard field.
 
==See Also==
Smartstaff
327
edits