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.
===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]].
* 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.
L2 under User Profile<br />
