Changes

The following [[standard fields ]] are available at Level 1. {{l1}}:<!-- The captions of some of these fields such as companies, offices, branches, etc, are based on the global terminology defined through the [[Configuration Menu|Configuration]], [[Global Settings]] menu.-->

* {||-| bgcolor="#D1D0CE"|'''Field Name'''| bgcolor="#D1D0CE"|'''Description'''| bgcolor="#D1D0CE"|'''[[Variable_List#Level_1|Associated Variable]]'''|-||'''Accounts''' - ||Provides the ability to add multiple accounts to the Level 1 {{l1}} item. This field is used when you need to associate multiple organisations organizations with a single Level 1 {{l1}} item. Each account will be associated with the Level 1 {{l1}} item through the company [[Role|role]].* ||''not applicable''|-| bgcolor="#D1D0CE"|'''Activity List''' - | bgcolor="#D1D0CE"|The list of Level 2 {{l2}} items associated with a Level 1 {{l1}} item. This list will be displayed at the bottom of the Level 1 {{l1}} item page. This field is always required if your [[Application|application]] has Level 2 {{l2}} items.* | bgcolor="#D1D0CE"|''not applicable''|-||'''Application Name''' - ||A name for the Level 1 {{l1}} item – if required. If used, this name will be displayed in the title bar for that item.* ||@name@|-| bgcolor="#D1D0CE"|'''Application Template Type''' - | bgcolor="#D1D0CE"|A combo box displaying all the Level 1 {{l1}} [[Template|templates]] that you define. You will always use this field if you have more than one type of Level 1 {{l1}} item.* | bgcolor="#D1D0CE"|@type@|-||'''Branch''' - ||Links the Level 1 {{l1}} item to the [[Internal|internal]] company [[Hierarchy|hierarchy]] using a combo box. If you want to associate a Level 1 {{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@|-| colspan="3"|''See Also: [[Internal Branch Filter]]; [[Enable Branch Lookup]]''* |-| 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 Level 1 {{l1}} item. This field is used when you need to associate multiple contacts with a single Level 1 {{l1}} item. Each contact will be associated with the Level 1 {{l1}} item through the contact assignment [[Role|role]].* '''Currency''' - Used in conjunction with amount field to control currency conversion.* '''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|user]] that entered the Level 1 item.::''* If you have enabled the '''Application Configuration Setting - Allow External Owner''' this field will allow an [[External|external]] contact to be designated as the owner of the item.''* '''Person''' - * '''Probability''' - This field is only required when building a custom [[Sales Tracking]] [[Application|application]] and you wish to track the probability of winning an opportunity (Level 1 item).* '''Requirement'not applicable'' - 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.* '''Workflow''' - Provides ability to attach a [[Workflow|workflow]] to the Level 1 item.

==See Also==* [[Standard Level 2 Field List|List of Level 2 Standard Fields]]   {| style="background-color: #f0f0f0; border-style: solid; border-width: 2px;" cellpadding="5"|-||[[Image:Previous.png|link=Adding Standard and Custom Fields to Level 1]] &nbsp;[[Adding Standard and Custom Fields to Level 1]]||&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;||[[UTA Standard Field Settings]] &nbsp;[[Image:Next.png|link=UTA Standard Field Settings]]|} [[Category:Universal Tracking Application]][[Category:Standard Fields]]