Open main menu

Filter Person Based on Customer

Revision as of 16:10, 14 May 2010 by Cameron (talk | contribs)

(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Revision as of 16:10, 14 May 2010 by Cameron (talk | contribs)

(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)


The contacts available to be selected in the Level 1 Person standard field can be restricted to those belonging to the organisation (and it's sub-organisations) selected in the Company Standard Field at Level 1.

This is enabled on the UTA Settings page in the Level 1 Settings section:

FPBC.png

See Also

Retrieved from ‘https://wiki.smartsimple.com/index.php?title=Filter_Person_Based_on_Customer&oldid=9748’
Last modified on 26 June 2013, at 15:46