View source for Standard Level 1 Field List

The following [[standard field]]s are available at {{l1}}.  The captions of some of these fields such as companies, offices, branches, etc, are based on the global terminology defined through the [[Configuration Menu|Configuration]], [[Global Settings]] menu.

* '''Accounts''' - Provides the ability to add multiple accounts to the {{l1}} item.  This field is used when you need to associate multiple organisations with a single {{l1}} item.  Each account will be associated with the {{l1}} item through the company [[Role|role]].
* '''Activity List''' - The list of {{l2}} items associated with a {{l1}} item. This list will be displayed at the bottom of the {{l1}} item page.  This field is always required if your [[Application|application]] has {{l2}} items.
* '''Application Name''' - A name for the {{l1}} item – if required. If used, this name will be displayed in the title bar for that item.
* '''Application Template Type''' - A combo box displaying all the {{l1}} [[Template|templates]] that you define. You will always use this field if you have more than one type of {{l1}} item.
* '''Branch''' - Links the {{l1}} item to the [[Internal|internal]] company [[Hierarchy|hierarchy]] using a combo box.  If you want to associate a {{l1}} item with specific internal locations use this field.
::* ''See Also: [[Internal Branch Filter]]''
* '''Close Date''' - Milestone date.  You can use this for any date you need by setting the caption.
* '''Contacts''' - The ability to add multiple contacts to the {{l1}} item.  This field is used when you need to associate multiple contacts with a single {{l1}} item. Each contact will be associated with the {{l1}} item through the contact assignment [[Role|role]].
* '''Currency''' - Used in conjunction with amount field to control currency conversion.
* '''Currency Exchange''' - 
* '''Customer''' - A company lookup field to link the {{l1}} item to one specific company.
* '''Description''' - Narrative description text box.
* '''End Date''' - Milestone date – initially set to current date.
* '''End Time''' - Milestone time – initially set to current time.
* '''Folders''' - Provides the ability to link the {{l1}} item to a [[Smart Folder]].
* '''Modified Date''' - Date that the {{l1}} item was last modified.
* '''Owner''' - Initially a link to [[User|user]] that entered the {{l1}} item.
::''* If you have enabled the '''Application Configuration Setting - Allow External Owner''' this field will allow an [[External|external]] contact to be designated as the owner of the item.''
::''* If you have enabled the '''Filter Owner Based on Organization''' setting, this selection for this field will be restricted to those contacts that reside under the {{l1}} organization. 
* '''Person''' - Similar to the Owner field, can be used to associate a {{l1}} item with an [[External|external]] or [[Internal|internal]] contact.
* '''Probability''' - This field is only required when building a custom [[Sales Tracking]] [[Application|application]] and you wish to track the probability of winning an opportunity ({{l1}} item).
* '''Requirement''' - Narrative description text box.
* '''Revenue''' - Associates a monetary amount with the {{l1}} [[entity]].
* '''Start Date''' - Milestone date – initially set to current date.
* '''Start Time''' - Milestone time – initially set to current time.
* '''Status''' - [[Status]] setting for the {{l1}} item.
* '''Status Indicator''' -
* '''Transactions''' -
* '''UTA Consumers''' -
* '''UTA Consumers (L2)''' -
* '''UTA Providers''' -
* '''UTA Providers (L2)''' -
* '''Workflow''' - Provides ability to attach a [[Workflow|workflow]] to the {{l1}} item.

{{PrevNextStart}}[[Adding Standard and Custom Fields to Level 1]]
{{PrevNextMid}}[[UTA Standard Field Settings]]
{{PrevNextEnd}}

[[Category:Universal Tracking Application]]