Organization Assignment Role Settings
Assignment Roles are set as a property of the Organizations standard field.
To set the Assignment Roles:
- Click the Settings tab on the Universal Tracking Application™ menu bar.
- Click on the Level 1, Level 2 or Level 3 tab, depending on the level upon which the Organizations field is whose assignable company roles you wish to constrain.
- Click on the hyperlink for Standard Fields.
- Click on the hyperlink Organizations in the list of standard fields.
- Click on the Lookup... button next to Assignment Roles.
- Select the Company Roles are available from the dropdown when assigning a contact.
- Click the Save button for the Organizations standard field.