Level 2 Types

In this article, you will create two types of Level 2 entities – an invoice entity for use with the billable contracts, and an addendum entity for use with the Non-Disclosure contract.

1. Click the Types link.

The Types window is displayed.

• Existing Types are listed on the left of the page.
• Details of each type are displayed on the right of the page and new types are added to the right of the page.

Type Settings

Each type of Level 2 Entity has the following settings:

• Name - Display name for the template.
• Display Order - The order in which the types are listed in the type combo box.
• Colour Code - A colour code used to display different types in the list view.
• Access Roles - Select the roles that can create this type of activity.
• Providers - In some circumstances only certain type of people can provide a specific type of service and therefore only their names should appear when you attempt to assign someone to the Level 2 item. For example, perhaps only a lawyer can be assigned to produce the contract addendum.
• Show External - This check box indicates if this type of activity should be shown to external users.
• Level 2 Formula - A set of expressions used to calculate values when the Level 2 item is saved. Similar to the Level 1 Template formula.
• Reminder Settings - The subject and content of the Reminder message. These fields are only applicable if you have included reminder standard fields in your Level 2 Entity.
• Follow Up Settings - The subject and content of the Follow up message. These fields are only applicable if you have included follow up standard fields in yourLevel 2 Entity.

Adding Activity Types

1. Create the following types:

Reminder & Follow-up Settings

• By default, if there is no owner standard field - as is the case with calendar activities - then the last person to update the activity will be set as the owner.

• If there is an owner standard field enabled, then the owner will be selected when creating reminders or follow-ups.