Difference between revisions of "Organization Assignment Role Settings"
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[[Image:Assignment_Roles_-_Organization.png |link=]] | [[Image:Assignment_Roles_-_Organization.png |link=]] | ||
| − | '' | + | ''Assignment Roles'' are set as a property of the ''Organizations'' [[standard field]]. |
| − | The categories shown above | + | The categories shown above define which [[Company Role]]s are available from the dropdown when an [[organization]] is assigned to a record in a given [[UTA]]. |
| − | + | ||
| − | + | [[Image:Orgs_-_List_of_Company_Roles.png|link=]] | |
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| + | ==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 Organizations field is whose assignable company roles you wish to constrain. | ||
| + | # Click on the hyperlink for ''Standard Fields''. | ||
| + | # Click on the hyperlink ''Organizations'' in the list of standard fields. | ||
| + | # Click on the ''Lookup...'' button next to ''Assignment Roles''. | ||
| + | # Select the [[Company Role]]s are available from the dropdown when assigning a contact. | ||
| + | # Click the ''Save'' button for the ''Organizations'' standard field. | ||
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==See Also== | ==See Also== | ||
| + | * [[Company Roles]] | ||
* [[Client Categories|Categories]] | * [[Client Categories|Categories]] | ||
* [[Contact Assignment Role Settings]] | * [[Contact Assignment Role Settings]] | ||
Latest revision as of 17:14, 15 December 2014
Assignment Roles are set as a property of the Organizations standard field.
The categories shown above define which Company Roles are available from the dropdown when an organization is assigned to a record in a given UTA.
Configuration
To set the Assignment Roles:
- Click the Settings tab on the menu bar.
- Click on the Level 1, Level 2 or Level 3 tab, depending on the level upon which the Organizations field is whose assignable company roles you wish to constrain.
- Click on the hyperlink for Standard Fields.
- Click on the hyperlink Organizations in the list of standard fields.
- Click on the Lookup... button next to Assignment Roles.
- Select the Company Roles are available from the dropdown when assigning a contact.
- Click the Save button for the Organizations standard field.