Changes

UTA Settings - Entity

530 bytes added, 13:35, 17 July 2013
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* '''Standard Fields - Enable and manage standard fields for level 1s''' - A list of [[Standard Field|standard fields]] for your {{l1}} entity. See [[UTA Standard Field Settings]] for details on configuring standard fields.
* '''Custom Fields - Create and manage custom fields for Level 1s''' - A list of all those the [[custom fields]] that are available to the overall Level 1 entity, rather than a specific Level 1 template.
* '''Deleted Level 1s - Restore deleted level 1s''' - Means of restoring any Level 1s that may have been deleted in error. See [[Restoring Deleted Records]] for details.
* '''Enable Calendar - Enable to specify that each level 1 has a calendar that will display all the associated level 2s''' - Enable to display the Level 2 activities associated with the Level 1 item.
* '''Enable Reader Log - Use to track what users have viewed a specific level 2 and when they have viewed it. ''' - Enable to track when a user displays the Level 2 item and the amount of time that they reviewed that item. See [[Reader Log]] for further details.
* '''Enable Record Lock - Prevent concurrent edit access to level 2s''' - See [[Record Lock]] for details.
* '''Use multiple Ext Account list for level 2''' - Will expose the Account List field at Level 2, allowing multiple companies to be assigned to the Level 2 entity by company role. * '''Display Ext Account list below custom fields''' - Exposed when the '''Use multiple Ext Account list for level 2''' is checked. Will determine whether the Account List field in the Level 2 is displayed above the custom fields, toward the bottom of the overall level 2, or whether it is displayed towards the top of the screen. * '''Use multiple Ext Contact list for level 2''' - Will expose the Contact List field at Level 2, allowing multiple contacts to be assigned to the Level 2 entity by company role.
* '''Use level 2 contact in security matrix''' -
* '''Maximum Contacts''' -
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