Changes

Jump to: navigation, search

Filter Owner Based on Branch

579 bytes added, 19:25, 19 December 2016
Created page with "The contacts available to be selected in the {{l1}} Owner standard field can be restricted to those belonging to the branch (and its sub-or..."
The contacts available to be selected in the {{l1}} Owner [[Standard Level 1 Field List|standard field]] can be restricted to those belonging to the [[branch]] (and its sub-organizations) selected in the Branch standard field at Level 1.

This is enabled on the [[UTA Settings - Settings|main UTA Settings Page]] in the [[Creating a Universal Tracking Application|Level 1 Settings]] section.

==See Also==
* [[Relating Contacts and Accounts to the Universal Tracking Application]]
* [[Filter Person Based on Customer]]
* [[Standard Level 1 Field List]]

[[Category:UTA Settings]]
Smartstaff, administrator
4,478
edits

Navigation menu