Changes

Jump to: navigation, search

Association Settings

106 bytes added, 18:46, 17 November 2014
no edit summary
The List View settings on this page allow System Administrators to define the [[list view]]s for Associated records on different profiles. See [[Configuring List Views]] for instructions.
''Lookup Roles'' allows System Administrators to delimit the roles that are returned when Associates are selected . Only those users in the roles selected in ''Lookup Roles'' will be selectable from the contacts lookup:
[[Image:AssociationSettingsPickingAssociates.png|link=]]
 
 
8,849
edits

Navigation menu