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Role Based Custom Fields

277 bytes added, 18:29, 11 October 2017
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# Click on [[Roles & Permissions]] (located on the [[Configuration Menu]] on the left-hand navigation bar)
# Click on the hyperlink for User Roles
# Click the ''Edit'' button next to the role for which Role Based Custom Fields should be configured.<br />[[Image:SelectingRole.jpg|link=|600px]]<br />
# Click on the ''Custom fields'' button.<br />[[Image:RoleBasedCustomFieldTypes.png|link=]]
==Role Based Custom Fields - Association Custom Fields==
* Creating an Association Role Based Custom Field means that that field will manifest when a contact is added to a company record with a given [[Association Role]].<br />[[Image:AssociationCustomFields.jpg|link=|600px]]
* To access the custom field, click on the hyperlinked role name of the associated contact on the company record to which it is associated.<br />[[Image:AssociationCustomFieldDisplay.jpg|link=|600px]]
==See Also==
* [[Adding Custom Fields to Company and Contact Information]]
* [[User Role|Edit Role page]]
* [[Association Settings]]
* [[Web_Page_View_Field_Variables#To_display_Level_1_Company_Role_or_Contact_Role_custom_fields|Using Variables with Role Based Custom Fields]]
* [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Configure_Consumer_UTA_Connection_roles|UTA Connection Roles]]
[[Category:Roles]][[Category:Custom Fields]]
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