Difference between revisions of "Standard Level 1 Field List"

Revision as of 14:52, 18 June 2013

The following standard fields are available at Level 1:

• Accounts - Provides the ability to add multiple accounts to the Level 1 item. This field is used when you need to associate multiple organisations with a single Level 1 item. Each account will be associated with the Level 1 item through the company role.
• Activity List - The list of Level 2 items associated with a Level 1 item. This list will be displayed at the bottom of the Level 1 item page. This field is always required if your application has Level 2 items.
• Application Name - A name for the Level 1 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 Level 1 templates that you define. You will always use this field if you have more than one type of Level 1 item.
• Branch - Links the Level 1 item to the internal company hierarchy using a combo box. If you want to associate a Level 1 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 Level 1 item. This field is used when you need to associate multiple contacts with a single Level 1 item. Each contact will be associated with the Level 1 item through the contact assignment role.
• Currency - Used in conjunction with amount field to control currency conversion.
• Currency Exchange -
• Customer - A company lookup field to link the Level 1 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 Level 1 item to a Smart Folder.
• Modified Date - Date that the Level 1 item was last modified.
• Owner - Initially a link to user that entered the Level 1 item.

* If you have enabled the Application Configuration Setting - Allow External Owner this field will allow an 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 Level 1 organization.

• Person - Similar to the Owner field, can be used to associate a Level 1 item with an external or internal contact.
• Probability - This field is only required when building a custom Sales Tracking application and you wish to track the probability of winning an opportunity (Level 1 item).
• Requirement - Narrative description text box.
• Revenue - Associates a monetary amount with the Level 1 entity.
• Start Date - Milestone date – initially set to current date.
• Start Time - Milestone time – initially set to current time.
• Status - Status setting for the Level 1 item.
• Status Indicator - Enables the Status Indicator field.
• Transactions - See Transactions.
• UTA Consumers -
• UTA Consumers (L2) -
• UTA Providers -
• UTA Providers (L2) -
• Workflow - Provides ability to attach a workflow to the Level 1 item.

Adding Standard and Custom Fields to Level 1

UTA Standard Field Settings