Changes

Types

138 bytes added, 15:04, 13 November 2013
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* '''Restrict Contact Assignment by Role''' (Level 2 only) - Allows you to define which contact [[Role]]s can be assigned to this Level 2 Type.
::''For example, if the Level 2 Type is "Legal Contract", you may wish to specify that only contacts with the role of "Lawyer" can be assigned to records of this type.''
* '''Restrict Contact Assignment Role List'''- When assigning contacts to a Level 2 record, you can restrict the [[UTA Roles]] that are available from the dropdown with this section.
* '''Scheduling Prerequisite'''
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