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edits
Changes
→Type Settings
* '''Display Order''' - The order in which the types are listed in the type combo box.
* '''Colour Code''' - A colour code used to display different types in the list view.
* '''Display as Tab''' - This Type will be displayed on a separate tab in the list of Level 2 activities at the bottom of a Level 1 record.
* '''Show External''' - This check box indicates if this type of activity should be shown to external users.
* '''Access Roles''' - Select the [[Role]]s that can create this type of activity.
* '''[[Template / Type Formulas|Level 2 Formula]]''' - A set of expressions used to calculate values when the Level 2 item is saved. Similar to the [[Template / Type Formulas|Level 1 Template]] formula. ''(See [[Template / Type Formulas]])''
* '''Reminder Settings''' - The subject and content of the Reminder message. These fields are only applicable if you have included reminder standard fields in your [[Level 2 Entity]].
* '''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 so that only they could be assigned to level 2 records of this type''
