0
edits
Changes
→UTA Contact and Account Variables
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 ''@company.funding agency.address@''
===List===
To display a list of multiple contacts/accounts in the Level 1 contacts/accounts section:
:<font size="3">[#(?object=contact;) ~''fieldname''~ #] </font> or <font size="3"> [#(?object=company;) ~''fieldname''~ #] </font>
See [[#To display a list of Activities (Level 2 or 3), Notes, Contacts or Companies|below]] for details on how to filter and sort the list(s).
To display information for a <u>single</u> account in the Level 2 accounts section:
:<font size="3">@companies.''rolename.fieldname''@</font>
Note: The Account standard field is only available at Level 2 when the Multiple Account list is enabled. See [[Relating Contacts and Accounts to the Universal Tracking Application#The Account List Field|here]].
==To display Level 1 Company Role or Contact Role custom fields==
<font size="3">[#(?object=company;)$?opc_customfieldidopc_''customfieldid''$#]</font> or <font size="3">[#(?object=contact;)$?opr_customfieldidopr_''customfieldid''$#]</font>
'''where:'''
