Difference between revisions of "Standard Level 1 Field List"
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| − | The following standard fields are available at | + | The following standard fields are available at {{l1}}. The captions of some of these fields such as companies, offices, branches, etc, are based on the global terminology defined through the [[Configuration Menu|Configuration]], [[Global Settings]] menu. |
| − | * '''Accounts''' - Provides the ability to add multiple accounts to the | + | * '''Accounts''' - Provides the ability to add multiple accounts to the {{l1}} item. This field is used when you need to associate multiple organisations with a single {{l1}} item. Each account will be associated with the {{l1}} item through the company [[Role|role]]. |
| − | * '''Activity List''' - The list of | + | * '''Activity List''' - The list of {{l2}} items associated with a {{l1}} item. This list will be displayed at the bottom of the {{l1}} item page. This field is always required if your [[Application|application]] has {{l2}} items. |
| − | * '''Application Name''' - A name for the | + | * '''Application Name''' - A name for the {{l1}} 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 | + | * '''Application Template Type''' - A combo box displaying all the {{l1}} [[Template|templates]] that you define. You will always use this field if you have more than one type of {{l1}} item. |
| − | * '''Branch''' - Links the | + | * '''Branch''' - Links the {{l1}} item to the [[Internal|internal]] company [[Hierarchy|hierarchy]] using a combo box. If you want to associate a {{l1}} item with specific internal locations use this field. |
::* ''See Also: [[Internal Branch Filter]]'' | ::* ''See Also: [[Internal Branch Filter]]'' | ||
* '''Close Date''' - Milestone date. You can use this for any date you need by setting the caption. | * '''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 | + | * '''Contacts''' - The ability to add multiple contacts to the {{l1}} item. This field is used when you need to associate multiple contacts with a single {{l1}} item. Each contact will be associated with the {{l1}} item through the contact assignment [[Role|role]]. |
* '''Currency''' - Used in conjunction with amount field to control currency conversion. | * '''Currency''' - Used in conjunction with amount field to control currency conversion. | ||
| − | * '''Customer''' - A company lookup field to link the | + | * '''Customer''' - A company lookup field to link the {{l1}} item to one specific company. |
* '''Description''' - Narrative description text box. | * '''Description''' - Narrative description text box. | ||
* '''End Date''' - Milestone date – initially set to current date. | * '''End Date''' - Milestone date – initially set to current date. | ||
* '''End Time''' - Milestone time – initially set to current time. | * '''End Time''' - Milestone time – initially set to current time. | ||
| − | * '''Folders''' - Provides the ability to link the | + | * '''Folders''' - Provides the ability to link the {{l1}} item to a [[Smart Folder]]. |
| − | * '''Modified Date''' - Date that the | + | * '''Modified Date''' - Date that the {{l1}} item was last modified. |
| − | * '''Owner''' - Initially a link to [[User|user]] that entered the | + | * '''Owner''' - Initially a link to [[User|user]] that entered the {{l1}} item. |
::''* If you have enabled the '''Application Configuration Setting - Allow External Owner''' this field will allow an [[External|external]] contact to be designated as the owner of the item.'' | ::''* If you have enabled the '''Application Configuration Setting - Allow External Owner''' this field will allow an [[External|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 | + | ::''* 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 {{l1}} organization. |
| − | * '''Person''' - Similar to the Owner field, can be used to associate a | + | * '''Person''' - Similar to the Owner field, can be used to associate a {{l1}} item with an [[External|external]] or [[Internal|internal]] contact. |
| − | * '''Probability''' - This field is only required when building a custom [[Sales Tracking]] [[Application|application]] and you wish to track the probability of winning an opportunity ( | + | * '''Probability''' - This field is only required when building a custom [[Sales Tracking]] [[Application|application]] and you wish to track the probability of winning an opportunity ({{l1}} item). |
* '''Requirement''' - Narrative description text box. | * '''Requirement''' - Narrative description text box. | ||
| − | * '''Revenue''' - Associates a monetary amount with the [[ | + | * '''Revenue''' - Associates a monetary amount with the [[{{l1}} Entity]]. |
* '''Start Date''' - Milestone date – initially set to current date. | * '''Start Date''' - Milestone date – initially set to current date. | ||
* '''Start Time''' - Milestone time – initially set to current time. | * '''Start Time''' - Milestone time – initially set to current time. | ||
| − | * '''Status''' - Status setting for the | + | * '''Status''' - Status setting for the {{l1}} item. |
| − | * '''Workflow''' - Provides ability to attach a [[Workflow|workflow]] to the | + | * '''Workflow''' - Provides ability to attach a [[Workflow|workflow]] to the {{l1}} item. |
==See Also== | ==See Also== | ||
Revision as of 12:30, 14 June 2013
The following standard fields are available at Level 1. The captions of some of these fields such as companies, offices, branches, etc, are based on the global terminology defined through the Configuration, Global Settings menu.
- 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.
- 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.
- Workflow - Provides ability to attach a workflow to the Level 1 item.
