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Contact Assignment Role Settings

511 bytes added, 21:07, 15 December 2014
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''Assignment Roles'' are set as a property of the ''Contacts'' [[standard field]].
The roles shown above:*are added to this setting using the {{LookupButton}} button; and*define which [[UTA role]]s are available from the dropdown when a [[contact]] is assigned to a record in a given [[UTA]].
[[Image:Contact_-_List_of_UTA_Roles.png|link=]]
 
==Configuration==
 
To set the ''Assignment Roles'':
# Click the ''Settings'' tab on the {{UTA}} menu bar.
# Click on the {{l1}}, {{l2}} or {{l3}} tab, depending on the level upon which the Contact field is whose roles you wish to constrain.
# Click on the hyperlink for ''Standard Fields''.
# Click on the hyperlink ''Contacts'' in the list of standard fields.
# Click on the ''Lookup...'' button next to ''Assignment Roles''.
# Select the [[UTA role]]s are available from the dropdown when assigning a contact.
# Click the ''Save'' button for the ''Contacts'' standard field.
 
==See Also==
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