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Company Role

212 bytes removed, 12:56, 12 April 2017

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{||System-Wide In either location, Company Roles are located here:can be given a name, caption, description, display order and color code.<br />|[[Image:SystemWideCompanyRoleLocationNewCompanyCat1.jpgpng|link=|600 px950px]]|}

{|

|UTA-Specific Company Roles are located here:

|[[Image:UTASpecificCompanyRoleLocation.jpg|link=|600 px]]

|}

In either location, Company Roles can be given a name, caption, description, display order and color code.<br />

[[Image:NewCompanyCat1.png|link=|950px]]

[[Custom Fields]] can also be associated with Company Roles. The fields can either be manifested when the company is associated with a [[UTA]] record at {{l1}} or {{l2}}:<br />

[[Image:CompanyCatFields.png|link=|950px]]

 

 

The roles that can be ascribed to an associated company are set as a property of the ''Organizations'' [[standard field]]. Both the system-wide Company Roles and the UTA-specific Company Roles can be selected here.<br />

[[Image:Assignment_Roles_-_Organization.png|link=|600px]]

 

 

These roles will then be displayed in the drop-down box when adding a company to the record.<br />

[[Image:Orgs_-_List_of_Company_Roles.png|link=|600px]]

 

 

To access the Company Role's custom fields, click on the name of the Company Role on the attached Company record. A pop-up box will be displayed containing the entry fields defined above.<br />

[[Image:AccessingRoleField.jpg|link=|600px]]

 

 

==See Also==

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Ciaran Donnelly

Smartstaff, administrator

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