Difference between revisions of "Filter Owner Based on Organization"
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The contacts available to be selected in the {{l1}} Owner [[Standard Level 1 Field List|standard field]] can be restricted to those belonging to the [[organization]] (and its sub-organizations) selected in the Company standard field at Level 1. | The contacts available to be selected in the {{l1}} Owner [[Standard Level 1 Field List|standard field]] can be restricted to those belonging to the [[organization]] (and its sub-organizations) selected in the Company standard field at Level 1. | ||
| − | This is enabled on the [[UTA Settings Page]] in the [[Creating a Universal Tracking Application|Level 1 Settings]] section | + | This is enabled on the [[UTA Settings - Settings|main UTA Settings Page]] in the [[Creating a Universal Tracking Application|Level 1 Settings]] section. |
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==See Also== | ==See Also== | ||
* [[Relating Contacts and Accounts to the Universal Tracking Application]] | * [[Relating Contacts and Accounts to the Universal Tracking Application]] | ||
| + | * [[Filter Person Based on Customer]] | ||
* [[Standard Level 1 Field List]] | * [[Standard Level 1 Field List]] | ||
[[Category:UTA Settings]] | [[Category:UTA Settings]] | ||
Latest revision as of 15:59, 17 July 2013
The contacts available to be selected in the Level 1 Owner standard field can be restricted to those belonging to the organization (and its sub-organizations) selected in the Company standard field at Level 1.
This is enabled on the main UTA Settings Page in the Level 1 Settings section.
