Smartstaff
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→Defining the Record Type
The Record type can be Company, Contact, Resource or a [[Universal Tracking Application]].
If the selected Record type is Company or Contact then the user is required to populate an additional Item field. The possible options here can include Company or Contact, Event ,Transactions, Address and TransctionsAssociations (User or Company) .
If the selected Record type is a [[UTA]] then the user is required to populate an additional Level field. The possible options here can include Level 1, Level 2, Level 3 , Transactions, L1 Company Association, L1 Contact Association, L2 Company Association and TransctionsL2 Contact Association.
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If the selected Record type is a [[UTA]] and the selected Level is Transaction then the user is required to populate an additional drop-down field reflecting all the levels that the transactions are enabled against.