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UTA Provider/Consumer Relationships

1,199 bytes added, 16:02, 9 October 2013
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==Adding a Provider Record to a Consumer Record==
The [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Configure_Consumer_UTA_display_settings|Standard UTA]] Level 1 fields UTA Providers and UTA Providers (L2) are used to establish a direct relationship between a record from a provider UTA and a record from a consumer UTA.
When you add either of these fields to the consumer UTA Level 1 entity it will display as a section in the Level 1 entity;
 
[[Image:ProviderListView1.png]]
 
Just as with contacts and accounts, when records from a provider UTA are assigned to the Level 1 entity you can select a Role to describe that records's engagement with the Level 1 Entity. You must first [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Configure_Consumer_UTA_Connection_roles|define Connection Roles]].
 
The fields that are visible in the Accounts section can be controlled using the [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships#Configure_Consumer_UTA_display_settings|Provider List View]] on the UTA Settings page in the Level 1 settings section.
 
Any contacts that are associated with that account (as defined outside of the UTA) can thus be indirectly associated with the Level 1 item via the Accounts fie
==See Also==
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