Filter Person Based on Customer

The contacts available to be selected in the Level 1 Person standard field can be restricted to those belonging to the organization (and its sub-organizations) selected in the Company standard field at Level 1.

This is enabled on the UTA Settings Page in the Level 1 Settings section:

See Also

• Relating Contacts and Accounts to the Universal Tracking Application
• Filter Owner Based on Organization
• Standard Level 1 Field List