Difference between revisions of "Transaction Attribution"
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7. Now when you access the Transaction list view against a user profile then, permissions permitting, they should see the Attribute tab. | 7. Now when you access the Transaction list view against a user profile then, permissions permitting, they should see the Attribute tab. | ||
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==Using Transaction Attribution== | ==Using Transaction Attribution== | ||
Revision as of 16:05, 4 October 2013
Transaction Attribution is a means of linking Personal Transactions, stored against a users profile, with a UTA object.
The same Personal Transaction can be linked with multiple objects, reducing the amount of duplicated effort when entering data.
Enabling Transaction Attribution
1. Go to Global Settings.
2. Go to the Business & System Configuration section.
3. Click on the Advanced Logic hyperlink.
4. In the resulting screen select the Show Attribution Button option from the Object drop-down list.
5. Populate the Condition field with appropriate conditional statements.
6. Click the Add Condition button.
7. Now when you access the Transaction list view against a user profile then, permissions permitting, they should see the Attribute tab.
