Difference between revisions of "Role Based Custom Fields"
From SmartWiki
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*Association role based custom fields will only appear when a contact is associated with a different company with that Association 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 can be created using the following method: | ||
| + | # Click on | ||
[[Image:SelectingRole.jpg|link=|600px]] | [[Image:SelectingRole.jpg|link=|600px]] | ||
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[[Image:AssociationCustomFieldDisplay.jpg|link=|600px]] | [[Image:AssociationCustomFieldDisplay.jpg|link=|600px]] | ||
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==See Also== | ==See Also== | ||
* [[User Role|Edit Role page]] | * [[User Role|Edit Role page]] | ||
| − | [[Category:Roles]] | + | [[Category:Roles]][[Category:Custom Fields]] |
Revision as of 09:38, 7 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 can be created using the following method:
- Click on
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
