|@subject@
|}
* '''Created By''' -
* '''Created Date''' -
* '''Description''' -
* '''End Date''' -
* '''Level Two Lookup''' -
* '''Modified Date''' -
* '''Start Date''' -
* '''Status''' -
* '''Subject''' -
transaction consists of the following fields:
* '''Name''' - The '''Name''' of the transaction type. This name will be displayed on the tab.
* '''Type''' - Transactions can be associated with contacts or companies. Note: only contact transactions are currently supported.
* '''Display Order''' - Defines the tab order for the transaction types.
* '''Associated Roles''' - The [[Role|roles]] to which the transaction type is associated.
* '''Use Publication Service''' - Used to link transaction type to an [[External|external]] web service. This is used specifically for accessing external services that can provide contact level transaction information.
* '''Start Date Label''' - Standard field representing the start date of the transaction. If this field is not required leave the level as blank.
* '''End Date Label''' - Standard field representing the end date of the transaction. If this field is not required leave the level as blank.
* '''Subject Label''' - Standard field representing the subject of the transaction. If this field is not required leave the level as blank. You can set a new label if you wish to use this field for a different purpose.
* '''Description Label''' - Standard field representing the description of the transaction. If this field is not required leave the level as blank.
1. Set the following values.
