Role Based Custom Fields

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Revision as of 14:33, 3 October 2013 by Arthur Lathrop (talk | contribs)

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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.

SelectingRole.jpg

RoleBasedCustomFieldTypes.png


Role Based Custom Fields - Base

BaseCustomFields.jpg

FieldsOnRole.jpg

Role Based Custom Fields - UTA Level One

L1CustomFields.jpg

CustomFieldonL1.jpg

Role Based Custom Fields - UTA Level Two

L2CustomFields.jpg

CustomFieldonL2.jpg

Role Based Custom Fields - Association Custom Fields

AssociationCustomFields.jpg

AssociationCustomFieldDisplay.jpg