Changes

==The Level 1 Entity section will be captioned with the terminology the system administrator has defined on the General Settings==page. In the example below, Level 1s [[UTA_Settings_-_General#Terminology_Settings|have been named]] "Grants," so the section is labelled "Grant Properties."

The Level 1 Entity section will be captioned with the terminology the system administrator has defined on the General Settings page. In the above example, Level 1s have been named "Level 1s."[[Image:Grant_propertiesGrantproperties.png]]

* '''Deleted [[Dynamic Field Visibility Control]]''' - used to create sets of fields that are displayed or hidden dependent on the value selected from another custom field. *'''List Views - Add/remove and set order of fields in role based grants List Views''' - A list of the [[list views]] that are available to the overall Level 1s 1 entity.* '''Templates - Restore deleted level 1sCreate and manage grant templates''' - Means A list of restoring any Level 1s [[templates]] that may have been deleted in errorare available to use. See * '''Statuses''' - Define the [[Restoring Deleted Recordsstatus]] for detailsyou wish to use.* '''Enable Calendar Copy Option Settings - Create and manage duplicate check for grants''' - Enable Allows the user to specify that each level 1 has a calendar that will display all define copy settings for custom fields. It also allows the associated level 2suser to define copy restrictions for specific roles.* '''Duplicate Check Settings - Create and manage duplicate check for grants''' - Enable to display the Level 2 activities associated with the Level 1 item on a SmartSimple See [[Calendars|CalendarDuplicate Check Settings]] accessible from each level 1 recordfor details.* '''Deleted Grants - Restore deleted grants''' - View deleted grants. Users can either restore or purge the deleted grants. * '''Enable Date Filtering'''* '''Enable Enhanced Quick Entry Tab'''* '''Enable Reader Log - Use to track what users have viewed a specific level 1 and when they have viewed it''' - Enable to track when a user displays the Level 1 item and the amount of time that they reviewed that item. See [[Reader Log]] for further details.

* '''Disable Default Level 1 DurationDate'''* '''Disable Forms Tab'''* '''Disable Email Tab'''* '''Disable Matching Gift Chart Tab''' - Automatically define what the default End Date should be incremented to, based on the Start Date. * '''Internal Branch FilterDisable Import Tab'''* ' - Restrict which companies are available ''Open Transaction in the Branch drop-down list based on which user is editing the record. New Window'''* '''Level 1 FormulaGroup Tabs''' - Enter the  ==Organization Properties==[[Template / Type FormulaImage:Organization_properties.png|formulaslink=]]  * '''Organization Roles''' - Create and manage organization roles for any calculations or logic to be applied on all level 1s within the Formula boxesselected UTA. * '''Level 1 Formula ID UsedOrganization List Views''' - Used in conjunction with Create and manage organization list view for the selected UTA.* '''Level 1 FormulaOrganization Tabs''' above. When [[Custom Field ID]]s are entered here, Template Formulas are restricted to process variables only from those custom fields- Create and manage organization tabbed view for the selected UTA. * '''Level 1 Visibility Condition ID UsedImport Related Organizations''' - Used in conjunction with See [[Visibility Condition|visibility conditionsImport Related Organizations]] in place against the individual fields: if not left blank, page. ==Contact Properties==[[Visibility ConditionImage:Contact_properties.png|visibility conditionslink=]] are restricted to process variables only from  * '''Contact List View''' - Create and manage contact list view for the Custom Field IDs that are entered hereselected UTA. * '''[[Delete Redirect Template|Level 1 Delete Redirect Template]]Contact Tabs''' - Create and manage contact tabbed view for the selected UTA.* '''Contact Restrictions''' - Allows you to customize Create and manage UTA restrictions for the landing selected UTA.* '''Import Related Contacts''' - See [[Import Related Contacts]] page after a {{l1}} is deleted.