Changes

Types

569 bytes removed, 13:28, 18 September 2013
Type Template Page
* Types that are not displayed on their own tabs will appear on the first tab ('''Other Level 2 Types''') and will use the [[List View]] that is configured on the '''Settings''' page.
* If you use the same Tab Label for more than one Type (thus grouping multiple Types onto the same Tab) it will also use the [[List View]] configured on the Settings page, the same [[List View]] as the '''Other Level 2 Types''' tab.
 
===Type Template Page===
After having set up (or inserted the sample templates) you will need to Activate the page and fill in the required configuration settings.
 
You will be presented with a URL in the following format:
* '''<nowiki>http://alias.smartsimple.xxx/ex/ex_Evtpage.jsp?token=HQ0NSdsAYbZFhZRBBFfQhdQ&parentids=LevelOneIds</nowiki>'''
 
where ''LevelOneIds'' is the Opportunity ID of the Level 1 you will be creating these Level 2s under.
 
example:
<pre>http://mysite.smartsimple.com/ex/ex_Evtpage.jsp?token=HQ0gNSAYbZfdhFhZRBBFQhdQ&parentids=5551234</pre>
==Reminder & Follow-up Settings==
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