8,849
edits
Changes
→UTA Enhancements
|'''Simplified Owner Assignment Configuration'''
*The ability to restrict the assignment of contacts to the {{l2}} "Owner" [[standard field]] to a given set of roles has been added to the system.
<!--25029 - Level 2 owner lookup roles-->
|January 2014
|+
|'''Simplification of Settings Pages'''
*The [[UTA Settings page]]s have been streamlined by reorganizing certain settings options to the standard field configuration pages:<br />
''From the [[UTA Settings - Settings|main Settings page]]:''
#"Filter People Based on Company"
#"Filter Owner Based on Company"
#"Enable Branch Lookup"
#"Enable External company for Level 1 Branch Standard Field"
''From the [[UTA Settings - Security|Security Settings page]]:''
#"Default Contact Lookups based on Level One Company"
#"Default Company Lookup Category"
#"Contact Assignment Role Settings"
#"Company Assignment Role Settings"
#"Standard Contact Lookup Role Settings"
#"Level one Company Lookup Category Settings"
''From the [[UTA Settings - Entity|Entity Settings page]]:''
#"Enable External Owners"
These settings can now be configured by configuring the relevant [[standard fields]] ("Branch," "Owner," "Person," etc.).
<!--25029 - Level 2 owner lookup roles-->
|January 2014
