Changes

Relating Contacts and Accounts to the Universal Tracking Application

83 bytes removed, 14:30, 3 April 2009

→‎Level 2 Contact and Account Relationships

# Company List

Accounts cannot be associated directly with Level 2 entities using a standard field.

==The Owner Field (Level 2)==

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

 

==The Assigned People Field==

'''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 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.

==Multiple Contact List==

access as defined in the [[Enabling the Security Matrix|Security Matrix]]. <u>Not</u> the role they are given if

they are assigned at Level 2.

 

 

==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.

=Custom Fields=

• ← Older edit
• Newer edit →

0

edits