Smartstaff
95
edits
Changes
→Level 1 UTA records: Added Level 1 UTA split screen options for owner/customer records.
[[Image:SplitScreenLV2.png|1050px|border]]
==Level 1 UTA records==
The Split Screen feature available within individual level 1 UTA records allows for a user to view either the Customer record or Owner record associated with the level 1 record.
If your role has appropriate permissions against the UTA then when you access a level 1 record and click on the Options menu you will see entries under Tools that allows you to Show Customer record or Show Owner record.
If you click this icon then the screen splits in 2, with a read-only version of the Owner or Customer record exposed on the left side of the screen and the level 1 record on the right of the screen. The Options menu will now have an entry under Tools that allows hiding the Customer or Owner record.
