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* '''UTA Providers (L2)''' -
* '''Workflow''' - Provides ability to attach a [[Workflow|workflow]] to the {{l1}} item.
{|
|bgcolor=#D1D0CE|'''Field Name'''
|bgcolor=#D1D0CE|'''Description'''
|bgcolor=#D1D0CE|'''[[Variable_List#Level_1|Associated Variable]]'''
|-
|'''Accounts'''
|Provides the ability to add multiple accounts to the {{l1}} item. This field is used when you need to associate multiple organizations with a single {{l1}} item. Each account will be associated with the {{l1}} item through the company [[Role|role]].
|''not applicable''
|-
|bgcolor=#D1D0CE|'''Activity List'''
|bgcolor=#D1D0CE|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.
|bgcolor=#D1D0CE|''not applicable''
|-
|'''Application Name'''
|A name for the {{l1}} item – if required. If used, this name will be displayed in the title bar for that item.
|@name@
|-
|bgcolor=#D1D0CE|'''Application Template Type'''
|bgcolor=#D1D0CE|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.
|bgcolor=#D1D0CE|@type@
|-
|'''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.
|@branch@
|-
|colspan="3"|''See Also: [[Internal Branch Filter]]''
|-
|bgcolor=#D1D0CE|'''Close Date'''
|bgcolor=#D1D0CE|Milestone date. You can use this for any date you need by setting the caption.
|bgcolor=#D1D0CE|@closedate@
|-
|'''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]].
|''not applicable''
|-
|bgcolor=#D1D0CE|'''Currency'''
|bgcolor=#D1D0CE|Used in conjunction with amount field to control currency conversion.
|bgcolor=#D1D0CE|@currency@
|-
|'''Currency Exchange'''
|
|@exrate@
|-
|bgcolor=#D1D0CE|'''Customer'''
|bgcolor=#D1D0CE|A company lookup field to link the {{l1}} item to one specific company.
|bgcolor=#D1D0CE|@client@
|-
|'''Description'''
|Narrative description text box.
|@description@
|-
|bgcolor=#D1D0CE|'''End Date'''
|bgcolor=#D1D0CE|Milestone date – initially set to current date.
|bgcolor=#D1D0CE|@enddate@
|-
|'''End Time'''
|Milestone time – initially set to current time.
|@hour(fullenddate)@:@minute(fullenddate)@
|-
|bgcolor=#D1D0CE|'''Folders'''
|bgcolor=#D1D0CE|Provides the ability to link the {{l1}} item to a [[Smart Folder]].
|bgcolor=#D1D0CE|''not applicable''
|-
|'''Modified Date'''
|Date that the {{l1}} item was last modified.
|@modifieddate@
|-
|bgcolor=#D1D0CE|'''Owner'''
|bgcolor=#D1D0CE|Initially a link to [[User|user]] that entered the {{l1}} item.
|bgcolor=#D1D0CE|@owner@
|-
|colspan="3"|''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.''
|-
|colspan="3"|''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.
|-
|bgcolor=#D1D0CE|'''Person'''
|bgcolor=#D1D0CE|Similar to the Owner field, can be used to associate a {{l1}} item with an [[External|external]] or [[Internal|internal]] contact.
|bgcolor=#D1D0CE|@person@
|-
|colspan="3"|''If you have enabled the [[Filter Person Based on Customer|Filter Person Based on Organization]] setting, this selection for this field will be restricted to those contacts that reside under the {{l1}} organization.''
|-
|bgcolor=#D1D0CE|'''Probability'''
|bgcolor=#D1D0CE|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).
|bgcolor=#D1D0CE|@probability@
|-
|'''Requirement'''
|Narrative description text box.
|@requirements@
|-
|bgcolor=#D1D0CE|'''Revenue'''
|bgcolor=#D1D0CE|Associates a monetary amount with the {{l1}} [[entity]].
|bgcolor=#D1D0CE|@revenue@
|-
|'''Start Date'''
|Milestone date – initially set to current date.
|@startdate@
|-
|bgcolor=#D1D0CE|'''Start Time'''
|bgcolor=#D1D0CE|Milestone time – initially set to current time.
|bgcolor=#D1D0CE|@hour(fullstartdate)@:@minute(fullstartdate)@
|-
|'''Status'''
|[[Status]] setting for the {{l1}} item.
|@status@
|-
|bgcolor=#D1D0CE|'''Status Indicator'''
|bgcolor=#D1D0CE|Enables the [[Status Indicator]] field.
|bgcolor=#D1D0CE|''not applicable''
|-
|'''Transactions'''
|See [[Transactions]].
|''not applicable''
|-
|bgcolor=#D1D0CE|'''UTA Consumers'''
|bgcolor=#D1D0CE|
|bgcolor=#D1D0CE|''not applicable''
|-
|'''UTA Consumers (L2)'''
|
|''not applicable''
|-
|bgcolor=#D1D0CE|'''UTA Providers'''
|bgcolor=#D1D0CE|
|bgcolor=#D1D0CE|''not applicable''
|-
|'''UTA Providers (L2)'''
|
|''not applicable''
|-
|bgcolor=#D1D0CE|'''Workflow'''
|bgcolor=#D1D0CE|Provides ability to attach a [[Workflow|workflow]] to the {{l1}} item.
|bgcolor=#D1D0CE|''not applicable''
|}
==See Also==