0
edits
Changes
→UTA Contact and Account Variables
~ucity~, ~ustate~ ~upostalcode~
==Role Based Custom Fields==
When you have a [[Custom Field]] such as a [[Web Page View]] or [[MS Word Merge]] that is located <u>'''on'''</u> a User Role or Company Role you can access:
* [[UTA]] Level 1 Information:
:<font size="3">@levelone.''fieldname''@</font> or <font size="3">@levelone.''customfieldid''@</font>
* Contact Information:
:<font size="3">@contact.''fieldname''@</font> or <font size="3">@contact.''customfieldid''@</font>
* Company Information:
:<font size="3">@company.''fieldname''@</font> or <font size="3">@company.''customfieldid''@</font>
When you want to refer to a User Role based [[Custom Field]] '''<u>from</u>''' a [[UTA]] Level 1 record use the following syntax:
* Owner:
:<font size="3">@owner.''fieldname''@</font>
* Person:
:<font size="3">@people.''fieldname''@</font>
* Contact:
:<font size="3">@contact.''rolename''.''fieldname''@</font>
:''where rolename is the role they are assigned on the Level 1 record''
=To display a list of Activities, Notes, Transactions, Contacts or Companies=