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edits
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→UTA Contacts
=UTA Contacts=
==Level 1 Contacts/Accounts=====Individual===To display information for a <u>single </u> contact /account in the Level 1 contacts /accounts section: :<font size="3">'''@contact.rolename.fieldname@''' </font> or <font size="3"> '''@company.rolename.fieldname@'''</font>
'''where'''
* rolename = the name of the role that has been assigned to the contact /account on the Level One item'''
* fieldname = the name of the field that is located on the contact's record'''.
Example: ''@contact.adjuster.firstname@'' or ''@contactcompany.project managerfunding agency.address@''
===List===To display a list of multiple contacts/accounts in the Level 1 contacts/accounts section::<font size="3">'''[#(?object=contact;) ~fieldname~ #]'Use the variable'' </font> or <font size="3"> '''[#(?object=company;) ~fieldname~ #]''':
:<font size="3">'''@companies.rolename.fieldname@''' </font>
==How to To display a list of Activities (Level 2 or 3), Notes, Contacts or Companies==
'''object= [activity/contact/user/company/notes/association/transaction or level-1 ]'''(applies to contacts only)''::Note: ']'level-1''can only be used as an object when referenced from a contact record.
<pre><table>[#(?object=object;orderby=field)<tr><td>~field~</td><td>~field~</td><td>~field~</td><td>$customfield id$</td></tr>#]</table></pre>
::''Note: This syntax is for "Public (Default)" notes only, not custom note types.
==How to display Level 1 Company Role or Contact Role custom fields==
