Changes

Jump to: navigation, search

Relating Contacts and Accounts to the Universal Tracking Application

485 bytes removed, 18:23, 31 August 2016
→‎Account and Contact Settings
[[Image:MiscSettings-AccountandContactSettings.png|link=]]
* For example, if you '''Enable Level 1 Item ("Grant") on Organization New Menu''', when you are viewing an account profile from anywhere within [[SmartSimple]] you will be able to create a new Level 1 Item for the UTA and the account will be attached automatically to the record.
* Similarly if you '''Enable Activity on Contact New Menu''', users will be able to create a new Level 2 Activity which will be automatically assigned to whichever contact profile they are viewing.
* If '''Enable Level 1, 2 and/or 3 Tab on Contact Profile''' is enabled, when viewing a contact profile there will be tab(s) listing all the records that contact is associated with.
'''* Here is how the L2 tabs under Contact and Company profile works:'''
L2 under User Profile<br />
 
* L2s with the user as L2 contact role association<br />
* L2s with the user as a (standard field) contact, assigned, or owner<br />
* L2s under any L1s with the user as the L1 owner or L1 person<br /><br />
 
L2 under Company Profile<br />
* L2s with associated users that is under the company<br />
Ciaran Donnelly
Smartstaff, administrator
4,478
edits
Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/28056’

Navigation menu