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→Exporting Companies and Contacts
You can also export the companies and contacts associated with the UTA item when exporting the item. Using this technique, these companies and contacts will be recreated within the receiving instance if they don’t already exist.
{||'''Setting'''|'''Description'''|-|{{l1}} People|Determines if contacts associated with {{l1}} should be imported to the receiving instance.|-|{{l1}} Contact Companies|Determines if companies associated with contacts that are associated with {{l1}} should be imported to the receiving instance.|-|Level 1 Companies|Determines if companies associated with level 1 should be imported to the receiving instance.|-|{{l2}} People|Determines if contacts associated with {{l2}} should be imported to the receiving instance.|-|{{l2}} People Companies|Determines if companies associated with contacts that are associated with {{l2}} should be imported to the receiving instance.|-|{{l3}} People|Determines if contacts associated with {{l3}} should be imported to the receiving instance.|-|{{l3}} People Companies|Determines if companies associated with contacts that are associated with {{l3}} should be imported to the receiving instance.|-|Default Company|Choose a location in the organization [[Image:397uta.pnghierarchy]]where new companies should be added.|-|Merge People|Determines the behaviour when merging people:*'''Do not Search for Duplicate - Always New''' - no checking, contact always added*'''Search within Default parent company''' - only parent company will be checked for duplicates*'''Search within whole organization''' - all companies in instance will be searched|-|Merge Companies[[Image|Determines the behaviour when merging companies:401uta*'''Do not Search for Duplicate - Always New''' - no checking, company always added*'''Search within Default parent company''' - only parent company will be checked for duplicates*'''Search within whole organization''' - all companies in instance will be searched|-|Default People Role|Defines the user role that should be associated with new people that are created in the system.png]]|-|Default Company Category|Defines the company category that should be associated with new companies that are created in the system.|}
==Email Settings==