Changes

UTA Settings - Entity

997 bytes added, 18:46, 17 July 2013
no edit summary
* '''Display Ext Account list below custom fields''' - Exposed when the '''Use multiple Ext Account list for level 2''' is checked. Will determine whether the Account List field in the Level 2 is displayed above the custom fields, toward the bottom of the overall level 2, or whether it is displayed towards the top of the screen.
* '''Use multiple Ext Contact list for level 2''' - Will expose the Contact List field at Level 2, allowing multiple contacts to be assigned to the Level 2 entity by user role.
* '''Display Ext Contact list below custom fields''' - Exposed when the '''Use multiple Ext Contact list for level 2''' is checked. Will determine whether the Contact List field in the Level 2 is displayed above the custom fields, toward the bottom of the overall level 2, or whether it is displayed towards the top of the screen.
* '''Use level 2 contact in security matrix''' -
* '''Maximum Contacts''' - Value entered here will determine the number of contacts that can be added to the Contact standard field, if enabled against the level 2.
* '''Enable Reader Log - Use to track what users have viewed a specific level 3 and when they have viewed it''' - Enable to track when a user displays the Level 3 item and the amount of time that they reviewed that item. See [[Reader Log]] for further details.
* '''Enable Record Lock - Prevent concurrent edit access to level 3s ''' - See [[Record Lock]] for details.
* '''Use multiple Ext Account list for level 3''' - - Will expose the Account List field at Level 3, allowing multiple companies to be assigned to the Level 3 entity by company role. * '''Display Ext Account list below custom fields''' - Exposed when the '''Use multiple Ext Account list for level 3''' is checked. Will determine whether the Account List field in the Level 3 is displayed above the custom fields, toward the bottom of the overall level 3, or whether it is displayed towards the top of the screen. * '''Use multiple Ext Contact list for level 3''' - Will expose the Contact List field at Level 3, allowing multiple contacts to be assigned to the Level 3 entity by user role. * '''Display Ext Contact list below custom fields''' - Exposed when the '''Use multiple Ext Contact list for level 3''' is checked. Will determine whether the Contact List field in the Level 3 is displayed above the custom fields, toward the bottom of the overall level 3, or whether it is displayed towards the top of the screen.
* '''Use level 3 contact in security matrix''' -
* '''Maximum Contacts''' - - Value entered here will determine the number of contacts that can be added to the Contact standard field, if enabled against the level 3.
Smartstaff, administrator
4,478
edits