Changes

* '''Deleted Grants - Restore deleted grants'''    - View deleted grants. Users can either restore or purge the deleted grants. * '''Deleted Level 1s - Restore deleted level 1sEnable Date Filtering''' - 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 2sEnhanced Quick Entry Tab''' - Enable to display the Level 2 activities associated with the Level 1 item on a SmartSimple [[Calendars|Calendar]] accessible from each level 1 record. * '''Enable Reader Log - Use to track what users have viewed a specific level 1 and when they have viewed it''' - Enable to track when a user displays the Level 1 item and the amount of time that they reviewed that item. See [[Reader Log]] for further details.

* '''Disable Default Level 1 Duration''' - Automatically define what the default End Date should be incremented to, based on the Start Date. * '''Internal Branch Filter''' - Restrict which companies are available in the Branch drop-down list based on which user is editing the record. * '''Level 1 FormulaDisable Forms Tab''' - Enter the [[Template / Type Formula|formulas]] for any calculations or logic to be applied on all level 1s within the Formula boxes. * '''Level 1 Formula ID Used''' - Used in conjunction with ''Disable Email Tab'Level 1 Formula''' above. When [[Custom Field ID]]s are entered here, Template Formulas are restricted to process variables only from those custom fields. * '''Level 1 Visibility Condition ID UsedDisable Matching Gift Chart Tab''' - Used in conjunction with [[Visibility Condition|visibility conditions]] in place against the individual fields: if not left blank, [[Visibility Condition|visibility conditions]] are restricted to process variables only from the Custom Field IDs that are entered here. * '''[[Delete Redirect Template|Level 1 Delete Redirect Template]]Disable Import Tab''' - Allows you to customize the landing page after a {{l1}} is deleted. ==Level 2 Settings== :[[Image:UTAEntitySetting2.png]] The Level 2 Settings section contains the following: * '''Standard Fields - Enable and manage standard fields for level 2s''' - A list of all baseline standard fields for your Level 2 entity. * '''Custom Fields - Create and manage custom fields for Level 2s''' - A list of all those [[custom fields]] that are available to the overall Level 2 entity, rather than a specific Level 2 type. * '''Deleted Level 2s - Restore deleted level 2s''' - means of restoring any Level 2s that may have been deleted Open Transaction in error. * '''Inherit Custom Fields - Provides ability to define custom fields within a level 1 template and have those fields manifest on the level 2s associated with that template''' - * '''Level 1 Contact Assignments - Click to specify that only contacts associated with the level 1 can be associated with the level 2s''' - Restrict the people that can be associated with a Level 2 activity to only those associated with the Level 1 item.* ''New Window'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'Group Tabs'' - 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 user role. * '''Display Ext Contact list below custom fields''' - Exposed when the '''Use multiple Ext Contact list for level 2''' is checked. Will determine whether the Contact 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 level 2 contact in security matrix''' - * '''Maximum Contacts''' - Value entered here will determine the number of contacts that can be added to the Contact standard field, if enabled against the level 2. * '''Level 2 Formula''' - Enter the [[Template / Type Formula|formulas]] for any calculations or logic to be applied on all level 2s within the Formula boxes. * '''Level 2 Formula ID Used''' - Used in conjunction with Template Formula above: if not left blank, Template Formulas are restricted to process variables only from the Custom Field IDs that are entered here. * '''Level 2 Visibility Condition ID Used''' - Used in conjunction with Visibility conditions in place against the individual fields: if not left blank, Visibility Conditions are restricted to process variables only from the Custom Field IDs that are entered here. * '''[[Delete Redirect Template|Level 2 Delete Redirect Template]]''' - Allows you to customize the landing page after a level 2 is deleted.  ==Level 3 Settings== :[[Image:UTAEntitySetting3.png]]

The Level 3 Settings section contains the following==Organization Properties==[[Image:Organization_properties.png|link=]]

* '''Standard Fields - Enable and manage standard fields for level 3s''' - A list of all baseline standard fields for your Level 3 entity. * '''Custom Fields - Create and manage custom fields for Level 3s''' - A list of all those [[custom fields]] that are available to the overall Level 3 entity, rather than a specific Level 3 type. * '''Deleted Level 3s - Restore deleted level 3s''' - means of restoring any Level 3s that may have been deleted in error. * '''Enable Level 3 Multi-Link - Click to specify the capability to link the same level 3s to multiple level 2s''' - * '''Enable Reader Log - Use to track what users have viewed a specific level 3 and when they have viewed it''' - Enable to track when a user displays the Level 3 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 3s ''' - See [[Record Lock]] for details.* '''Use multiple Ext Account list for level 3''' - - Will expose the Account List field at Level 3, allowing multiple companies to be assigned to the Level 3 entity by company role. * '''Display Ext Account list below custom fields''' - Exposed when the '''Use multiple Ext Account list for level 3''' is checked. Will determine whether the Account List field in the Level 3 is displayed above the custom fields, toward the bottom of the overall level 3, or whether it is displayed towards the top of the screen. * '''Use multiple Ext Contact list for level 3''' - Will expose the Contact List field at Level 3, allowing multiple contacts to be assigned to the Level 3 entity by user role. * '''Display Ext Contact list below custom fields''' - Exposed when the '''Use multiple Ext Contact list for level 3''' is checked. Will determine whether the Contact List field in the Level 3 is displayed above the custom fields, toward the bottom of the overall level 3, or whether it is displayed towards the top of the screen. * '''Use level 3 contact in security matrix''' - * '''Maximum Contacts''' - - Value entered here will determine the number of contacts that can be added to the ==Contact standard field, if enabled against the level 3. Properties==* '''Level 3 Formula''' - Enter the [[Template / Type Formula|formulas]] for any calculations or logic to be applied on all level 3s within the Formula boxesImage:Contact_properties. * '''[[Delete Redirect Templatepng|Level 3 Delete Redirect Templatelink=]]''' - Allows you to customize the landing page after a level 3 is deleted.* '''Batch Update Level 3 To''' - * '''Button Label''' -