Standard Level 1 Field List
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Revision as of 14:56, 28 June 2013 by Arthur Lathrop (talk | contribs)
The following standard fields are available at Level 1:
- 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.
- Currency Exchange -
- 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.
- * If you have enabled the Filter Person Based on Organization setting, this selection for this field will be restricted to those contacts that reside under the Level 1 organization.
- 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.
- Status Indicator - Enables the Status Indicator field.
- Transactions - See Transactions.
- UTA Consumers -
- UTA Consumers (L2) -
- UTA Providers -
- UTA Providers (L2) -
- Workflow - Provides ability to attach a workflow to the Level 1 item.
| Field Name | Description | Associated Variable |
| Accounts | Provides the ability to add multiple accounts to the Level 1 item. This field is used when you need to associate multiple organizations with a single Level 1 item. Each account will be associated with the Level 1 item through the company role. | not applicable |
| 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. | not applicable |
| 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. | @name@ |
| 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. | @type@ |
| 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. | @branch@ |
| See Also: Internal Branch Filter | ||
| Close Date | Milestone date. You can use this for any date you need by setting the caption. | @closedate@ |
| 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. | not applicable |
| Currency | Used in conjunction with amount field to control currency conversion. | @currency@ |
| Currency Exchange | @exrate@ | |
| Customer | A company lookup field to link the Level 1 item to one specific company. | @client@ |
| Description | Narrative description text box. | @description@ |
| End Date | Milestone date – initially set to current date. | @enddate@ |
| End Time | Milestone time – initially set to current time. | @hour(fullenddate)@:@minute(fullenddate)@ |
| Folders | Provides the ability to link the Level 1 item to a Smart Folder. | not applicable |
| Modified Date | Date that the Level 1 item was last modified. | @modifieddate@ |
| Owner | Initially a link to user that entered the Level 1 item. | @owner@ |
| 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. | @person@ |
| If you have enabled the Filter Person Based on Organization setting, this selection for this field will be restricted to those contacts that reside under the Level 1 organization. | ||
| 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). | @probability@ |
| Requirement | Narrative description text box. | @requirements@ |
| Revenue | Associates a monetary amount with the Level 1 entity. | @revenue@ |
| Start Date | Milestone date – initially set to current date. | @startdate@ |
| Start Time | Milestone time – initially set to current time. | @hour(fullstartdate)@:@minute(fullstartdate)@ |
| Status | Status setting for the Level 1 item. | @status@ |
| Status Indicator | Enables the Status Indicator field. | not applicable |
| Transactions | See Transactions. | not applicable |
| UTA Consumers | not applicable | |
| UTA Consumers (L2) | not applicable | |
| UTA Providers | not applicable | |
| UTA Providers (L2) | not applicable | |
| Workflow | Provides ability to attach a workflow to the Level 1 item. | not applicable |
See Also
