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.

* '''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 with a single Level 1 {{l1}} item. Each account will be associated with the Level 1 {{l1}} item through the company [[Role|role]].* '''Activity List''' - 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.* '''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.* '''Application Template Type''' - 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.* '''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.

* '''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]].

* '''Customer''' - A company lookup field to link the Level 1 {{l1}} item to one specific company.

* '''Folders''' - Provides the ability to link the Level 1 {{l1}} item to a [[Smart Folder]].* '''Modified Date''' - Date that the Level 1 {{l1}} item was last modified.* '''Owner''' - Initially a link to [[User|user]] that entered the Level 1 {{l1}} item.

::''* 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 Level 1 {{l1}} organization. * '''Person''' - Similar to the Owner field, can be used to associate a Level 1 {{l1}} item with an [[External|external]] or [[Internal|internal]] contact.* '''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 {{l1}} item).

* '''Revenue''' - Associates a monetary amount with the [[Level 1 {{l1}} Entity]].

* '''Status''' - Status setting for the Level 1 {{l1}} item.* '''Workflow''' - Provides ability to attach a [[Workflow|workflow]] to the Level 1 {{l1}} item.