Changes

Jump to: navigation, search

Autoloader for Associations

527 bytes added, 21:39, 28 May 2018
m
Custom Fields in Associations
[[Creating_Custom_Fields|To add Custom fields,]]
 Contacts # Under the Configuration menu, click on'''[[Configuration Menu|Configuration]]Roles and Security''' menu, click on followed by '''[[Roles & Permissions|User Roles & Permissions]]'''.# Click on into one of the Roles, followed by the '''User RolesCustom Field'''tab on the left.# Under the Field Entity drop-down, select Organization Association, Level One Association or Level Two Association to view fields under those entities.# Click on the '''Custom Fields+''' found button on the upper left of the screenin order to create a new custom field.  Creating company association fields for UTA objects # Select Within the '''AssociationUTA Settings''', then add all navigate to your Level One settings OR Level Two settings tab# Scroll to the bottom of the custom page and under Company Association header click on '''Company Roles'''.# Click on a role to manage association fields by clicking the for that specific role# Else, click on '''+Custom fields''' button found in along the upper left of the screentop followed by Level One or Level Two to create a common field.
==Auto Loader Settings==
0
edits

Navigation menu