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UTA Provider/Consumer Relationships

335 bytes added, 17:06, 9 October 2013
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[[Image:ProviderListView1.png]]
 
You can select a provider record in 2 ways:
 
* Typing directly into the field and then clicking on the record from the returned results.
[[ImageProviderListView2.png]]
 
* Using Lookup button to launch the Select Provider screen, checking radio button adjacent to the required record and clicking OK.
[[ImageProviderListView3.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]].
Smartstaff, administrator
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