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Standard Level 1 Field List

30 bytes added, 20:32, 31 October 2007
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The following standard fields are available at Level 1. 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.
* '''Application Name''' - A name for the Level 1 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 [[Template|templates]] that you define. You will always use this field if you have more than one type of Level 1 item.
* '''Branch''' - Links the Level 1 item to the [[Internal|internal ]] company [[Hierarchy|hierarchy ]] using a combo box. If you want to associate a Level 1 item with specific internal locations use this field.
* '''Close Date''' - Milestone date. You can use this for any date you need by setting the caption.
* '''Contacts''' - The ability to add multiple contacts to the Level 1 item. This field is used when you need to associate multiple organisations with a single Level 1 item. Each contact will be associated with the Level 1 item through the contact assignment [[Role|role]].
* '''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.
* '''Probability''' - This field is only required when building a custom sales tracking [[Sales Tracking]] [[Application|application]] and you wish to track the probability of winning an opportunity (Level 1 item).
* '''Requirement''' - Narrative description text box.
* '''Revenue''' - Associates a monetary amount with the [[Level 1 Entity]].
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