Difference between revisions of "Disable Default Assign"

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* [[Relating Contacts and Accounts to the Universal Tracking Application]]
 
* [[Relating Contacts and Accounts to the Universal Tracking Application]]
  
[[Category:Universal Tracking Application]]
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[[Category:Universal Tracking Application]][[Category:UTA Settings]]

Revision as of 12:55, 9 July 2013

When a new Level 2 is created the user that created the record is automatically added to the Assigned standard field.

  • This takes place, even if the Level 2 Assigned standard field is not visible.

The Disable Default Assign setting will disable this behaviour.


This option can be set on the UTA Settings page in the Level 2 Settings section:

DDA.png

When Disable Default Assign is ticked the Assigned standard field will blank when new Level 2 records are created.


  • This setting has no effect if the multiple Contact list is enabled at Level 2.


Note: If using the Security Matrix you should consider the implications prior to changing this setting.


See Also