Changes

| bgcolor="#D1D0CE"|'''AccountsField Name'''|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 bgcolor="#D1D0CE"|'''Description'''| bgcolor="#D1D0CE"|'''[[RoleVariable_List#Level_1|roleAssociated Variable]].|''not applicable''

|bgcolor=#D1D0CE|'''Activity ListAccounts'''|bgcolor=#D1D0CE|The list of Provides the ability to add multiple accounts to the {{l2l1}} items associated item. This field is used when you need to associate multiple organizations with a single {{l1}} item. This list Each account will be displayed at the bottom of associated with the {{l1}} item page. This field is always required if your through the company [[ApplicationRole|applicationrole]] has {{l2}} items.|bgcolor=#D1D0CE|''not applicable''

| bgcolor="#D1D0CE"|'''Application NameActivity List'''|A name for the bgcolor="#D1D0CE"|The list of {{l2}} items associated with a {{l1}} item – if required. If used, this name This list will be displayed in at the bottom of the title bar for that {{l1}} itempage. This field is always required if your [[Application|application]] has {{l2}} items.|@name@bgcolor="#D1D0CE"|''not applicable''

|bgcolor=#D1D0CE|'''Application Template TypeName'''|bgcolor=#D1D0CE|A combo box displaying all name for the {{l1}} [[Template|templates]] that you defineitem – if required. You If used, this name will always use this field if you have more than one type of {{l1}} be displayed in the title bar for that item.|bgcolor=#D1D0CE|@typename@

| bgcolor="#D1D0CE"|'''BranchApplication Template Type'''|Links bgcolor="#D1D0CE"|A combo box displaying all the {{l1}} item to the [[InternalTemplate|internal]] company [[Hierarchy|hierarchytemplates]]that you define. If You will always use this field if you want to associate a have more than one type of {{l1}} item with specific internal locations use this field. By default it is set to use a combo box, but can be configured to work as a [[Enable Branch Lookup|lookup]].bgcolor="#D1D0CE"|@branchtype@

|colspan="3"|''See Also: 'Branch'''||Links the {{l1}} item to the [[Internal Branch Filter|internal]] company [[Hierarchy|hierarchy]]; . If you want to associate a {{l1}} item with specific internal locations use this field. By default it is set to use a combo box, but can be configured to work as a [[Enable Branch Lookup|lookup]]''.||@branch@

|bgcolorcolspan=#D1D0CE"3"|''See Also: [[Internal Branch Filter]]; [[Enable Branch Lookup]]'Close Date'''|bgcolor=#D1D0CE|Milestone date. You can use this for any date you need by setting the caption.|bgcolor=#D1D0CE|@closedate@

| bgcolor="#D1D0CE"|'''ContactsClose Date'''|The ability to add multiple contacts to the {{l1}} itembgcolor="#D1D0CE"|Milestone date. This field is used when You can use this for any date you need to associate multiple contacts with a single {{l1}} item. Each contact will be associated with by setting the {{l1}} item through the contact assignment [[Role|role]]caption.|''not applicable''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"|'''Created By'''| bgcolor="#D1D0CE"|Stamp of user name that created the record.|bgcolor="#D1D0CE"|''not applicable''|-||'''Created Date'''||Stamp of the date and time that the record was created.||@createddate@|-| bgcolor="#D1D0CE"|'''Currency'''|bgcolor="#D1D0CE"|Used in conjunction with Currency Exchange field to control currency conversion. See [[Currency Standard Field]].| bgcolor="#D1D0CE"|@currencyname@/@currencycode@|-||'''Currency Exchange'''||See above.||@excurrencyname@/@excurrencycode@/@exrate@|-| bgcolor="#D1D0CE"|'''Customer'''| bgcolor="#D1D0CE"|A company lookup field to link the {{l1}} item to one specific company. This standard field will accept up to 255 characters.If you have the [[UTA_Standard_Field_Settings#Auto_Assign|Enable Auto Assign Company to this field on New Records]] setting switched off, then on save the field will be not be automatically populated with the Organization details of the current external user. |bgcolor=#D1D0CE|@currencyclient@|-||'''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''

||'''Currency ExchangeModified By'''|See above|User that last modified the {{l1}} item.||@excurrencymodifiedby@- returns user name<br />@exratemodifiedbyid@- returns user id

|bgcolor="#D1D0CE"|'''CustomerModified Date'''|bgcolor="#D1D0CE"|A company lookup field to link Date that the {{l1}} item to one specific companywas last modified.|bgcolor="#D1D0CE"|@clientmodifieddate@

||'''DescriptionOwner'''|Narrative description text box|Initially a link to [[User|user]] that entered the {{l1}} item.||@descriptionowner@

|bgcolorcolspan=#D1D0CE"3"|'''End Date'''If you have enabled the setting "Enable External Owners" on the [[UTA_Settings_-_Entity|bgcolor=#D1D0CEEntity tab of the UTA Settings Page]], this field will allow an [[External|Milestone date – initially set external]] contact to current datebe designated as the owner of the item.|bgcolor=#D1D0CE|@enddate@''

| colspan="3"|'''End Time'''|Milestone time – initially set If you have enabled the [[Filter Owner Based on Organization]] setting, this selection for this field will be restricted to current timethose contacts that reside under the {{l1}} organization.|@hour(fullenddate)@:@minute(fullenddate)@

|bgcolorcolspan=#D1D0CE"3"|'''Folders'''|bgcolor=#D1D0CE|Provides If you have enabled the ability [[Filter Owner Based on Branch]] setting, this selection for this field will be restricted to link those contacts that reside under the {{l1}} item to a [[Smart Folder]]branch field.|bgcolor=#D1D0CE|''not applicable''

| colspan="3"|'''Modified Date'''If you have enabled the [[UTA_Standard_Field_Settings#Auto_Assign|Date that Enable Auto Assign Creator to this field on New Records]] setting, then on save the field will be not be automatically populated with the details of the {{l1}} item was last modifiedcurrent user.|@modifieddate@

|bgcolor="#D1D0CE"|'''OwnerPerson'''|bgcolor="#D1D0CE"|Initially a link Similar to [[User|user]] that entered the Owner field, can be used to associate a {{l1}} itemwith an [[External|external]] or [[Internal|internal]] contact.|bgcolor="#D1D0CE"|@ownerperson@

|colspan="3" bgcolor="#D1D0CE"|''If you have enabled the setting "Enable External Owners" on the [[UTA_Settings_-_EntityFilter Person Based on Customer|Entity tab of the UTA Settings PageFilter Person Based on Organization]]setting, this selection for this field will allow an [[External|external]] contact be restricted to be designated as the owner of those contacts that reside under the item{{l1}} organization.''

|colspan="3" bgcolor="#D1D0CE"|''If you have enabled the [[Filter Owner Person Based on OrganizationBranch]] setting, this selection for this field will be restricted to those contacts that reside under the {{l1}} organizationbranch.''

|colspan="3" bgcolor="#D1D0CE"|'''Person'''|bgcolor=If you have enabled the [[UTA_Standard_Field_Settings#D1D0CEAuto_Assign|Similar Enable Auto Assign Creator to this field on New Records]] setting, then on save the Owner field, can will be not be used to associate a {{l1}} item automatically populated with an [[External|external]] or [[Internal|internal]] contactthe details of the current user.|bgcolor=#D1D0CE|@person@

|colspan="3"|''If you have enabled the 'Probability'''||This field is only required when building a custom [[Sales Tracking]] [[Filter Person Based on CustomerApplication|Filter Person Based on Organizationapplication]] setting, this selection for this field will be restricted and you wish to those contacts that reside under track the probability of winning an opportunity ({{l1}} organizationitem).''||@probability@

|bgcolor="#D1D0CE"|'''ProbabilityRequirement'''|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)Narrative description text box.|bgcolor="#D1D0CE"|@probabilityrequirements@

||'''RequirementRevenue'''|Narrative description text box|Associates a monetary amount with the {{l1}} [[entity]].||@requirementsrevenue@

|bgcolorcolspan=#D1D0CE"3"|'''Revenue'''|bgcolor=#D1D0CE|Associates a monetary amount The @revenue@ variable returns the stored value with the {{l1}} [[entity]]comma separators (example: 34,000.00).|bgcolor=#D1D0CE|To return an unformatted number, without comma separators, use @revenue.value@.''

|colspanbgcolor="3#D1D0CE"|''The @revenue@ variable returns the stored value with comma separators (example: 34,000'Start Date'''| bgcolor="#D1D0CE"|Milestone date – initially set to current date.00). To return an unformatted number, without comma separators, use | bgcolor="#D1D0CE"|@revenue.valuestartdate@.''

|bgcolor=#D1D0CE|'''Start DateTime'''|bgcolor=#D1D0CE|Milestone date time – initially set to current datetime.|bgcolor=#D1D0CE|@startdatehour(fullstartdate)@:@minute(fullstartdate)@

| bgcolor="#D1D0CE"|'''Start TimeStatus'''|Milestone time – initially set to current timebgcolor="#D1D0CE"|[[Status]] setting for the {{l1}} item.| bgcolor="#D1D0CE"|@hour(fullstartdate)@:@minute(fullstartdate)status@

|bgcolor=#D1D0CE|'''StatusIndicator'''|bgcolor=#D1D0CE|Enables the [[StatusIndicator]] setting for the {{l1}} itemfield.|bgcolor=#D1D0CE|@status@''not applicable''

| bgcolor="#D1D0CE"|'''Status IndicatorTransactions'''|Enables the bgcolor="#D1D0CE"|See [[Status IndicatorTransactions]] field.| bgcolor="#D1D0CE"|''not applicable''

|bgcolor=#D1D0CE|'''TransactionsUTA Consumers'''|bgcolor=#D1D0CE|See [[Transactions]].|bgcolor=#D1D0CE|''not applicable''

| bgcolor="#D1D0CE"|'''UTA Consumers(L2)''' |bgcolor="#D1D0CE"| | bgcolor="#D1D0CE"|''not applicable''

|bgcolor=#D1D0CE|'''UTA Consumers (L2)Providers'''|bgcolor=#D1D0CE||bgcolor=#D1D0CE|''not applicable''

| bgcolor="#D1D0CE"|'''UTA Providers(L2)''' |bgcolor="#D1D0CE"| | bgcolor="#D1D0CE"|''not applicable''

|bgcolor=#D1D0CE|'''UTA Providers (L2)Workflow'''|bgcolor=#D1D0CE|Provides ability to attach a [[Workflow|workflow]] to the {{l1}} item.|bgcolor=#D1D0CE|''not applicable''

| bgcolor="#D1D0CE"|'''WorkflowInvitations'''|Provides ability to attach a bgcolor="#D1D0CE"|Enable the [[WorkflowContact_Invitations|workflowInvitation]] to feature on the {{l1}} item.| bgcolor="#D1D0CE"|''not applicable''

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