Changes

Types

869 bytes removed, 15:33, 4 December 2013
Type Settings
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[[Image:EditTypePagePt3.png|thumb|500px|Bottom Section of Level 2 Type Edit Page|link=]]
* '''Restrict Contact Assignment by Contact''' (Level 2 only) - Allows you to restrict contact assignment for this Level 2 Type to named contacts. ::''For example, if the Level 2 Type is "Dissertation Review", and if there are 2 people in your company that look after all dissertation reviews you would specify them here by name so that only they could be assigned to level 2 records of this type''* '''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.{{RestrictContactAssignment}}
* '''Scheduling Prerequisite'''
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