Changes

Relating Contacts and Accounts to the Universal Tracking Application

569 bytes added, 20:44, 3 April 2009

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The '''Owner''' field can also be configured to allow both external and internal owners.

* To enable external owners go to the UTA Application Configuration page, and select the '''Enable External Owners''' check box in the Level 1 settings section. 

==The Person Field==

The '''Person''' field also allows you to make an additional direct relationship between any contact and the [[Level 1 Entity]]. The '''Person''' field does not allow assignment by role.Any [[Internal|internal]] or [[External|external]] contact can be assigned

:[[Image:Person.PNG]]

* You can either click the '''Lookup''' button to find and select the contact, or you can simply start typing the name and a list of matching contacts will appear below the field.

==The Contacts Field==

The standard UTA Level 1 field '''Contacts''' is used to establish a direct relationship between multiple people to the same [[Level 1 Entity]]. When you add the '''Contacts''' field to the [[Level 1 Entity]] it will display as a section in the [[Level 1 Entity]]::[[Image:L1Contacts.PNG]]

This section will display When you assign a set of fields in contact to the Level 1 entity you can select a list view. You control the [[Role|roles]] that can be selected to describe the contact’s that contact's engagement with the [[Level 1 Entity]]. *For example, if your UTA is tracking '''Research Projects''', the same person who is applying to have their project approved could be added to the record with a [[Role|role]] named '''Candidate'''. Someone else could be assigned as '''Manager''', and perhaps 3 people would be assigned as '''Evaluators'''* Any given contact could be a reviewer in an '''Evaluator''' for one Level 1 item and a principal researcher in '''Manager''' for a different Level 1 item. Of if * If the contact is both a principal researcher '''Manager'''and'' the project manager 'Evaluator''' for the same Level 1 entity they can be assigned to the Level 1 twice: once as principal researcher '''Manager''' and once as project manager'''Evaluator'''.

:[[Image:Contacts.PNG]]

''The fields that are visible in the Accounts section can be controlled using the '''Account List View''' on the UTA Settings page in the Level 1 settings section''

 

==The Company (or Branch) Field==

==Multiple Contact List==

* If you enable the '''Use Multiple Contact List''' checkbox check box on the Settings > Application Configuration screen you will be able to associate and control contact associations in a similar manner to Level 1 contacts. The roles available at Level 2 will be the same as selected for Level 1 above.

'''Note''': If you have enabled the [[Enabling the Security Matrix|Security Matrix]] and are using the UTA Role

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