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→Type Settings
* '''Follow Up Settings''' - The subject and content of the '''Follow up''' message. These fields are only applicable if you have included follow up standard fields in your[[Level 2 Entity]].
* '''Restrict Contact Assignment by Contact''' - Allows you to restrict contact assignment for this Level 2 Type to named contacts. ::''(For example, if the Level 2 Type is '''"Dissertation Review'''", and if there are 2 people in your company that look after all dissertation reviews you would specify them here by name and so that only they could be assigned to level 2 records of this type)''* '''Restrict Contact Assignment by Role''': Allows you to define which contact [[Role]]s can be assigned to this Level 2 Type. ::''(For example, if the Level 2 Type is '''"Legal Contract'''", you may wish to specify that only contacts with the role of '''"Lawyer''' " can be assigned to records of this type.)''
==Reminder & Follow-up Settings==