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Types

120 bytes added, 17:35, 24 July 2009
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* '''Is Default Type''' (Level 2 only) - Allows you to select which Type will be the default when a new Level 2 is created.
::* '''Note:''' if you select more than one type to be the default this will not function.
* '''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. See [[#Displaying on Tabs|below]] for details.
::* ''(or in the list of Level 3 activities at the bottom of a Level 2 record)''
* '''Tab Label''' (Level 2 only) - Allows you to define a name for the tab if '''Display as Tab''' is selectselected.::* ''If you use the same tab name See [[#Displaying on Tabs|below]] for multiple Types they will appear on the same tab, allowing you to group related Level 2 Typesdetails.''
* '''Show External''' (Level 2 only) - This check box indicates whether or not this type of activity should be shown to external users.
* '''Access Roles''' - Select the [[Role]]s that can create this type of activity.
* '''Restrict Contact Assignment by Role''' (Level 2 only) - 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.''
 
===Displaying on Tabs===
 
 
 
* If you use the same tab name for multiple Types they will appear on the same tab, allowing you to group related Level 2 Types.
 
==Reminder & Follow-up Settings==
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