Role Based Custom Fields

Role Based Custom fields are custom fields pertaining to a contact record that only manifest in certain situations.

• The basic type, "Base," of role based custom fields will manifest on the contact profile only if the contact possesses that Role.
• UTA Level One and Two role based custom fields will only appear when a contact is assigned to a Universal Tracking Application (UTA) record, on that level, with that UTA Role.
• Association role based custom fields will only appear when a contact is associated with a different company with that Association role.

Role Based Custom fields can be created using the following method:

1. Click on Roles & Permissions (located on the Configuration Menu on the left-hand navigation bar)
2. Click on the hyperlink for User Roles
3. Click the Edit button next to the role for which Role Based Custom Fields should be configured.
4. Click on the Custom fields button.
   

Role Based Custom Fields - Base

• The following custom fields have been created on the Employee Role
  
  
• The following user profile possesses the Employee Role, therefore the custom fields will appear on this user's profile
  

Role Based Custom Fields - UTA Level One

• Creating a Role Based Custom Field on Level 1 means that that field will manifest when a contact is added to a UTA Level 1 record with a given UTA Role.
  
• To access the custom field, click on the hyperlinked role name of the associated contact on the Level 1 record.
  

Role Based Custom Fields - UTA Level Two

• Creating a Role Based Custom Field on Level 2 means that that field will manifest when a contact is added to a UTA Level 2 record with a given UTA Role.
  
• To access the custom field, click on the hyperlinked role name of the associated contact on the Level 2 record.
  

Role Based Custom Fields - Association Custom Fields

• Creating an Association Role Based Custom Field means that that field will manifest when a contact is added to a company record with a given Association Role.
  
• To access the custom field, click on the hyperlinked role name of the associated contact on the company record to which it is associated.
  

See Also

• Adding Custom Fields to Company and Contact Information
• Edit Role page
• Association Settings
• Using Variables with Role Based Custom Fields
• UTA Connection Roles