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UTA Provider/Consumer Relationships

2 bytes added, 17:12, 9 October 2013
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* Typing directly into the field and then clicking on the record from the returned results.
[[ImageProviderListView2Image:ProviderListView2.png]]
* Using Lookup button to launch the Select Provider screen, checking radio button adjacent to the required record and clicking OK.
[[ImageProviderListView3Image:ProviderListView3.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]].
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