Changes

The Standard UTA Level 1 field '''Accounts''' is used to establish a '''direct relationship''' between multiple accounts (or companies) to the same [[Level 1 Entity]]. Contacts associated with an account can thus be indirectly associated with the Level 1 item via the Account field.

When you add the Accounts field to the [[Level 1 Entity]] it will display as a section in the [[Level 1 Entity]].

Just as with contacts, when accounts are assigned to the Level 1 entity you can select a [[Role]] to describe that account's engagement with the [[Level 1 Entity]]. You must first define '''Company Roles''' as explained [[#Defining Which Roles are Available in the UTA|below]].

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==