Changes

Jump to: navigation, search
no edit summary
==Tabs for Contact and Account Lists==
*If you associated a large number of contacts or accounts with Level 1 items, you can now display different users based on roles on different tabs (and different accounts based on account roles on different tabs).
* You can access the feature within the UTA Settings tab - Contact Tabs and Account Tabs hyperlinks in the Level 1 Settings section.
[[Image:Tabs.PNG]]
* You can create as many tabs as required, and associate as many roles with each tab names to roles as requireddesired. Tabs can also be deleted through the same screen.* If you do not add the '''Everyone''' to one of the tabs that you create the system will automatically display a tab called '''Everyone''' which will include all contacts (or accounts) with roles not defined for another tab.* If you do not wish to use tabs to separate contacts or accounts simply delete all tabs listed.
==Associating Contacts with the Level 1 Entity==
0
edits

Navigation menu