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"|'''Close Date'''| bgcolor="#D1D0CE"|Milestone date. You can use this for any date you need by setting the caption.| 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.|''not applicable''|@createddate@

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

||'''Currency Exchange'''||See above.||@excurrencyname@/@excurrencyexcurrencycode@/@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|@client@

||'''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''

||'''Modified By'''||User that last modified the {{l1}} item.||@modifiedby@ - returns user name<br />@modifiedbyid@ - returns user id

|bgcolor="#D1D0CE"|'''Modified Date'''|bgcolor="#D1D0CE"|Date that the {{l1}} item was last modified.|bgcolor="#D1D0CE"|@modifieddate@

||'''Owner'''||Initially a link to [[User|user]] that entered the {{l1}} item.||@owner@

|colspan="3"|''If you have enabled the setting "Enable External Owners" on the [[UTA_Settings_-_Entity|Entity tab of the UTA Settings Page]], this field will allow an [[External|external]] contact to be designated as the owner of the item.''

|colspan="3"|''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 {{l1}} organization.

|bgcolorcolspan=#D1D0CE"3"|'''Person'''|bgcolor=#D1D0CE|Similar to If you have enabled the [[Filter Owner Based on Branch]] 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]] contactbranch field.|bgcolor=#D1D0CE|@person@

|colspan="3"|''If you have enabled the [[Filter Person Based on CustomerUTA_Standard_Field_Settings#Auto_Assign|Filter Person Based Enable Auto Assign Creator to this field on OrganizationNew Records]] setting, this selection for this then on save the field will be restricted to those contacts that reside under not be automatically populated with the details of the {{l1}} organizationcurrent user.''

| bgcolor="#D1D0CE"|'''ProbabilityPerson'''|This bgcolor="#D1D0CE"|Similar to the Owner field is only required when building , can be used to associate a custom {{l1}} item with an [[Sales TrackingExternal|external]] or [[ApplicationInternal|applicationinternal]] and you wish to track the probability of winning an opportunity ({{l1}} item)contact.| bgcolor="#D1D0CE"|@probabilityperson@

|colspan="3" bgcolor="#D1D0CE"|''If you have enabled the [[Filter Person Based on Customer|Filter Person Based on Organization]] setting, this selection for this field will be restricted to those contacts that reside under the {{l1}} organization.'Requirement'''|bgcolor=#D1D0CE|Narrative description text box.|bgcolor=#D1D0CE|@requirements@

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

|colspan="3" bgcolor="#D1D0CE"|''The @revenue@ variable returns If you have enabled the stored value [[UTA_Standard_Field_Settings#Auto_Assign|Enable Auto Assign Creator to this field on New Records]] setting, then on save the field will be not be automatically populated with comma separators (example: 34,000the details of the current user.00). To return an unformatted number, without comma separators, use @revenue.value@.''

|bgcolor=#D1D0CE|'''Start DateProbability'''|bgcolor=#D1D0CE|Milestone date – initially set This field is only required when building a custom [[Sales Tracking]] [[Application|application]] and you wish to current datetrack the probability of winning an opportunity ({{l1}} item).|bgcolor=#D1D0CE|@startdateprobability@

| bgcolor="#D1D0CE"|'''Start TimeRequirement'''|Milestone time – initially set to current timebgcolor="#D1D0CE"|Narrative description text box.| bgcolor="#D1D0CE"|@hour(fullstartdate)@:@minute(fullstartdate)requirements@

|bgcolor=#D1D0CE|'''StatusRevenue'''|bgcolor=#D1D0CE|[[Status]] setting for Associates a monetary amount with the {{l1}} item[[entity]].|bgcolor=#D1D0CE|@statusrevenue@

| colspan="3"|'''Status Indicator'''|Enables The @revenue@ variable returns the [[Status Indicator]] fieldstored value with comma separators (example: 34,000.00). To return an unformatted number, without comma separators, use @revenue.value@.|''not applicable''

|bgcolor="#D1D0CE"|'''TransactionsStart Date'''|bgcolor="#D1D0CE"|See [[Transactions]]Milestone date – initially set to current date.|bgcolor="#D1D0CE"|''not applicable''@startdate@

||'''UTA ConsumersStart Time''' ||Milestone time – initially set to current time.|''not applicable''|@hour(fullstartdate)@:@minute(fullstartdate)@

|bgcolor="#D1D0CE"|'''UTA Consumers (L2)Status'''|bgcolor="#D1D0CE"|[[Status]] setting for the {{l1}} item.|bgcolor="#D1D0CE"|''not applicable''@status@

||'''UTA ProvidersStatus Indicator''' ||Enables the [[Status Indicator]] field.||''not applicable''

|bgcolor="#D1D0CE"|'''UTA Providers (L2)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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