Difference between revisions of "Role Based Custom Fields"
From SmartWiki
| Line 1: | Line 1: | ||
__TOC__ | __TOC__ | ||
| + | |||
| + | Role Based Custom fields are custom fields pertaining to a contact record that only manifest in certain situations. | ||
| + | *The basic type, "Base," of role based custom fields will manifest on the contact [[profile]] only if the contact possesses that Role. | ||
| + | *UTA Level One and Two role based custom fields will only appear when a contact is assigned to a Universal Tracking Application ([[UTA]]) record, on that level, with that [[UTA Role]]. | ||
| + | *Association role based custom fields will only appear when a contact is associated with a different company with that Association role. | ||
| + | |||
| + | [[Image:SelectingRole.jpg|link=|600px]] | ||
[[Image:RoleBasedCustomFieldTypes.png|link=]] | [[Image:RoleBasedCustomFieldTypes.png|link=]] | ||
| − | |||
Revision as of 14:33, 3 October 2013
Contents
Role Based Custom fields are custom fields pertaining to a contact record that only manifest in certain situations.
- The basic type, "Base," of role based custom fields will manifest on the contact profile only if the contact possesses that Role.
- UTA Level One and Two role based custom fields will only appear when a contact is assigned to a Universal Tracking Application (UTA) record, on that level, with that UTA Role.
- Association role based custom fields will only appear when a contact is associated with a different company with that Association role.
Role Based Custom Fields - Base
Role Based Custom Fields - UTA Level One
Role Based Custom Fields - UTA Level Two
Role Based Custom Fields - Association Custom Fields
