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edits
Changes
→UTA Contacts
:<font size="3">'''[#(?object=contact;) ~fieldname~ #]''' </font> or <font size="3"> '''[#(?object=company;) ~fieldname~ #]'''
See [[#To display a list of Activities (Level 2 or 3), Notes, Contacts or Companies|below]] for details on how to filter and sort the list(s).
==Level 2 Contacts/Accounts==
===Contacts===
To display a list of the contacts assigned at Level 2::<font size="3">'''[#(?object=contact;) ~firstname~ ~lastname~ ~email~ #]'''</font>
Note: Contacts at level 2 cannot be filtered by rolename.
===Accounts===
To display information for a <u>single</u> account in the Level 2 accounts section:
<font size="3">'''@companies.rolename.fieldname@''' </font>
Note:The Account standard field is only available at Level 2 when the Multiple Account list is enabled. See [[Relating Contacts and Accounts to the Universal Tracking Application#The Account List Field|here]]. It is not currently possible to display a list of Accounts for Level 2. ==To display Level 1 Company Role or Contact Role custom fields== [#(?object=company;orderby=name)<td>$?opc_fieldid$<font size="3"/td>#] '''OR''' [#(?object=contact;orderby=fullname)<td>$?opr_fieldid$</td>#] fieldid = the numeric id of the custom field Following the same format above, you can also reference custom fields on the company role using the @#field id#@companiessyntax.rolename.fieldname@ <u>'''Contact Detail''' </fontu> ~uprefix~ ~firstname~ ~lastname~ ~uaddress~ ~uaddress2~ ~ucity~, ~ustate~ ~upostalcode~
'''object= [activity/contact/user/company/notes/association/transaction or level-1]'''
</pre>
::''Note: This syntax is for "Public (Default)" notes only, not custom note types.
=Date/Time=
