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"|'''CurrencyCreated By'''|bgcolor="#D1D0CE"|Used in conjunction with Currency Exchange field to control currency conversion. See [[Currency Standard Field]]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.||@currencycreateddate@

| bgcolor="#D1D0CE"|'''Currency Exchange'''|bgcolor="#D1D0CE"|Used in conjunction with Currency Exchange field to control currency conversion. See above[[Currency Standard Field]].| bgcolor="#D1D0CE"|@excurrencycurrencyname@/@exratecurrencycode@

|bgcolor=#D1D0CE|'''CustomerCurrency Exchange'''|bgcolor=#D1D0CE|A company lookup field to link the {{l1}} item to one specific companySee above.|bgcolor=#D1D0CE|@clientexcurrencyname@/@excurrencycode@/@exrate@

| bgcolor="#D1D0CE"|'''DescriptionCustomer'''|Narrative description text boxbgcolor="#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|@descriptionclient@

|bgcolor=#D1D0CE|'''End DateDescription'''|bgcolor=#D1D0CE|Milestone date – initially set to current dateNarrative description text box.|bgcolor=#D1D0CE|@enddatedescription@

| bgcolor="#D1D0CE"|'''End TimeDate'''| bgcolor="#D1D0CE"|Milestone time date – initially set to current timedate.| bgcolor="#D1D0CE"|@hour(fullenddate)@:@minute(fullenddate)enddate@

|bgcolor=#D1D0CE|'''FoldersEnd Time'''|bgcolor=#D1D0CE|Provides the ability Milestone time – initially set to link the {{l1}} item to a [[Smart Folder]]current time.|bgcolor=#D1D0CE|''not applicable''@hour(fullenddate)@:@minute(fullenddate)@

| bgcolor="#D1D0CE"|'''Modified ByFolders'''|User that last modified bgcolor="#D1D0CE"|Provides the ability to link the {{l1}} itemto a [[Smart Folder]].|@modifiedby@ - returns user name<br />@modifiedbyid@ - returns user idbgcolor="#D1D0CE"|''not applicable''

|bgcolor=#D1D0CE|'''Modified DateBy'''|bgcolor=#D1D0CE|Date User that last modified the {{l1}} item was last modified.|bgcolor=#D1D0CE|@modifieddatemodifiedby@ - returns user name<br />@modifiedbyid@- returns user id

| bgcolor="#D1D0CE"|'''OwnerModified Date'''|Initially a link to [[Userbgcolor="#D1D0CE"|user]] Date that entered the {{l1}} itemwas last modified.| bgcolor="#D1D0CE"|@ownermodifieddate@

|colspan="3"|''If you have enabled the setting "Enable External Owners" on the [[UTA_Settings_-_Entity'Owner'''||Entity tab of the UTA Settings Page]], this field will allow an Initially a link to [[ExternalUser|externaluser]] contact to be designated as the owner of that entered the {{l1}} item.''||@owner@

|colspan="3"|''If you have enabled the setting "Enable External Owners" on the [[Filter Owner Based on OrganizationUTA_Settings_-_Entity|Entity tab of the UTA Settings Page]] setting, this selection for this field will allow an [[External|external]] contact to be restricted to those contacts that reside under designated as the owner of the {{l1}} organizationitem.''

|bgcolorcolspan=#D1D0CE"3"|'''Person'''|bgcolor=#D1D0CE|Similar to If you have enabled the [[Filter Owner Based on Organization]] setting, this selection for this field, can will be used restricted to associate a those contacts that reside under the {{l1}} item with an [[External|external]] or [[Internal|internal]] contactorganization.|bgcolor=#D1D0CE|@person@

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

| colspan="3"|'''Probability'''|This field is only required when building a custom If you have enabled the [[Sales Tracking]] [[ApplicationUTA_Standard_Field_Settings#Auto_Assign|applicationEnable Auto Assign Creator to this field on New Records]] and you wish to track setting, then on save the field will be not be automatically populated with the probability details of winning an opportunity ({{l1}} item)the current user.|@probability@

|bgcolor="#D1D0CE"|'''RequirementPerson'''|bgcolor="#D1D0CE"|Narrative description text boxSimilar to the Owner field, can be used to associate a {{l1}} item with an [[External|external]] or [[Internal|internal]] contact.|bgcolor="#D1D0CE"|@requirementsperson@

| colspan="3" bgcolor="#D1D0CE"|'''Revenue'''If you have enabled the [[Filter Person Based on Customer|Associates a monetary amount with Filter Person Based on Organization]] setting, this selection for this field will be restricted to those contacts that reside under the {{l1}} [[entity]]organization.|@revenue@''

|colspan="3" bgcolor="#D1D0CE"|''The @revenue@ variable returns If you have enabled the stored value with comma separators (example: 34[[Filter Person Based on Branch]] setting,000.00). To return an unformatted number, without comma separators, use @revenue.value@this selection for this field will be restricted to those contacts that reside under the {{l1}} branch.''

|colspan="3" bgcolor="#D1D0CE"|'''Start Date'''|bgcolor=If you have enabled the [[UTA_Standard_Field_Settings#D1D0CEAuto_Assign|Milestone date – initially set 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 current dateuser.|bgcolor=#D1D0CE|@startdate@

||'''Start TimeProbability'''|Milestone time – initially set |This field is only required when building a custom [[Sales Tracking]] [[Application|application]] and you wish to current timetrack the probability of winning an opportunity ({{l1}} item).||@hour(fullstartdate)@:@minute(fullstartdate)probability@

|bgcolor="#D1D0CE"|'''StatusRequirement'''|bgcolor="#D1D0CE"|[[Status]] setting for the {{l1}} itemNarrative description text box.|bgcolor="#D1D0CE"|@statusrequirements@

||'''Status IndicatorRevenue'''|Enables |Associates a monetary amount with the {{l1}} [[Status Indicatorentity]] field.|''not applicable''|@revenue@

|bgcolorcolspan=#D1D0CE"3"|'''Transactions'''|bgcolor=#D1D0CE|See [[Transactions]]The @revenue@ variable returns the stored value with comma separators (example: 34,000.00). To return an unformatted number, without comma separators, use @revenue.value@.|bgcolor=#D1D0CE|''not applicable''

| bgcolor="#D1D0CE"|'''UTA ConsumersStart Date''' |bgcolor="#D1D0CE"|Milestone date – initially set to current date.|''not applicable''bgcolor="#D1D0CE"|@startdate@

|bgcolor=#D1D0CE|'''UTA Consumers (L2)Start Time'''|bgcolor=#D1D0CE|Milestone time – initially set to current time.|bgcolor=#D1D0CE|''not applicable''@hour(fullstartdate)@:@minute(fullstartdate)@

| bgcolor="#D1D0CE"|'''UTA ProvidersStatus''' |bgcolor="#D1D0CE"|[[Status]] setting for the {{l1}} item.|''not applicable''bgcolor="#D1D0CE"|@status@

|bgcolor=#D1D0CE|'''UTA Providers (L2)Status Indicator'''|bgcolor=#D1D0CE|Enables the [[Status Indicator]] field.|bgcolor=#D1D0CE|''not applicable''

| bgcolor="#D1D0CE"|'''Transactions'''| bgcolor="#D1D0CE"|See [[Transactions]].| bgcolor="#D1D0CE"|''not applicable''|-||'''UTA Consumers'''||||''not applicable''|-| bgcolor="#D1D0CE"|'''UTA Consumers (L2)'''| bgcolor="#D1D0CE"| | bgcolor="#D1D0CE"|''not applicable''|-||'''UTA Providers'''||||''not applicable''|-| bgcolor="#D1D0CE"|'''UTA Providers (L2)'''| bgcolor="#D1D0CE"| | bgcolor="#D1D0CE"|''not applicable''|-||'''Workflow'''||Provides ability to attach a [[Workflow|workflow]] to the {{l1}} item.||''not applicable''|-| bgcolor="#D1D0CE"|'''Invitations'''| bgcolor="#D1D0CE"|Enable the [[Contact_Invitations|Invitation]] feature on the {{l1}} item.| bgcolor="#D1D0CE"|''not applicable''

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