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* '''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 {{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 {{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 {{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 {{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]]''
* '''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 Exchange''' -
* '''Customer''' - A company lookup field to link the {{l1}} item to one specific company.
* '''Description''' - Narrative description text box.
* '''Start Time''' - Milestone time – initially set to current time.
* '''Status''' - [[Status]] setting for the {{l1}} item.
* '''Status Indicator''' -
* '''Transactions''' -
* '''UTA Consumers''' -
* '''UTA Consumers (L2)''' -
* '''UTA Providers''' -
* '''UTA Providers (L2)''' -
* '''Workflow''' - Provides ability to attach a [[Workflow|workflow]] to the {{l1}} item.