Smartstaff, administrator
4,478
edits
Changes
→The Accounts Field
When you add the '''Contacts''' field to the [[Level 1 Entity]] it will display as a section on the Level 1 Record:
:[[Image:L1ContactsL1Contacts2017.PNGpng|border|1050px]]
Clicking on the Lookup button ({{LookupButton}}) in [[Edit mode]] brings you to a pop-up where you can select the users to be added. If you type into the Ajax field then you will see options returned that contain matching data, as well as the option to create a new contact. :[[Image:L1Contacts2_2017.png|border|1050px]] You can search for contacts on any field that has been added to the [[User & Contact Settings|Contact Ajax Lookup Settings]] on the Global Settings page. Users can also be added using the [[Import multiple contact/companies to uta objects|Import Contact]] feature, available from within the [[UTA Settings - Settings|UTA Settings]] section.
When contacts are assigned to the Level 1 entity you can select a [[Role]] to describe that contact's engagement with the [[Level 1 Entity]]. Managing which roles are available is described [[#Defining Which Roles are Available in the UTA|below]].
===Groups===
If you have configured [[User Groups]], multiple contacts can be assigned to the Level 1 record at the same time by selecting the '''Groups''' radio button:
:[[Image:AddGroupAddGroup2017.png|900px|border]]
Each member of the selected [[User Group|group]] will be assigned to the Level 1 record. You can either select a [[Role]] and all contacts in the group will be assigned with that role. Or you can select the '''Use Group Roles''' checkbox and the contacts will be assigned the the Level 1 with the [[role]] they are assigned in the [[User Groups|Group]].
* '''Note:''' When using the '''Use Group Roles''', the contacts will be assigned with the roles they have in the group, even if those role(s) are not enabled within the given [[UTA]].
When you add the Accounts field to the [[Level 1 Entity]] it will display as a section in the [[Level 1 Entity]]:
[[Image:AccountsAccounts2017.PNGpng|900px|border]]
Just as with contacts, when accounts are assigned to the Level 1 entity you can select a [[Role]] to describe that account's engagement with the [[Level 1 Entity]]. You must first define '''Company Roles''' as explained [[#Defining Which Roles are Available in the UTA|below]].
Any contacts that are associated with that account (as defined <u>outside</u> of the UTA) can thus be indirectly associated with the Level 1 item via the '''Accounts''' field.
Also, Accounts can also be added using the [[Import multiple contact/companies to uta objects|Import Organizations]] feature, available from within the [[UTA Settings - Settings|UTA Settings]] section.
==The Company (or Branch) Field==
* To access this feature, click on the Contact Restrictions hyperlink on the UTA Settings tab.
* The limit can be any number between 1 and 99.
* You can restrict the number of contacts belonging to a [[UTA Role|given role ]] that can be associated with a Level 1 record. <br />The following would ensure no more than 2 evaluators are assigned to a Level 1 record:
:[[Image:RoleRestriction.PNG]]
:'''''Note''': The Message box allows you to specify the error message that will be generated if the specified limit is exceeded.''
[[Image:MiscSettings-AccountandContactSettings.png|link=]]
* If '''Enable Level 1, 2 and/or 3 Tab on Contact Profile''' is enabled, when viewing a contact profile there will be tab(s) listing all the records that contact is associated with.
Here is how the L2 tabs under Contact and Company profile works
L2 under User Profile<br />
* L2s with the user as L2 contact role association<br />
* L2s with the user as a (standard field) contact, assigned, or owner<br />
* L2s under any L1s with the user as the L1 owner or L1 person<br /><br />
L2 under Company Profile<br />
* L2s with associated users that is under the company<br />
* L2s with users as a contact, assigned that is under the company<br />
* L2s with users as an owner that is under the company<br />
* L2s with the company as L2 company association
<BR><BR>
=Custom Fields=
* [[Disable Default Assign]]
* [[Filter Person Based on Customer]]
* [[UTA Role]]
{| cellpadding="5" style="background-color:#F0F0F0;border-style: solid; border-width: 2px"
| [[Image:Previous.png|link=Level 1 and Level 2 Entity Settings]] [[Level 1 and Level 2 Entity Settings]]
|
| [[Terminology Settings]] [[Image:Next.png|link=Terminology Settings]]
|}
[[Category:Universal Tracking Application]][[Category:Applications]][[Category:Contacts]]
