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Role Based Custom Fields

578 bytes added, 18:33, 3 October 2013
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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:SelectingRole.jpg|link=|600px]]
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