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* '''Contact Tabs''' - Create and manage contact tabbed view for the selected UTA.
* '''Contact Restrictions''' - Create and manage UTA restrictions for the selected UTA.
==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 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.
* '''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 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:
* '''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.
* '''Level 3 Formula''' - Enter the [[Template / Type Formula|formulas]] for any calculations or logic to be applied on all level 3s within the Formula boxes.
* '''[[Delete Redirect Template|Level 3 Delete Redirect Template]]''' - Allows you to customize the landing page after a level 3 is deleted.
* '''Batch Update Level 3 To''' -
* '''Button Label''' -
==See Also==
{{UTASettingsLinks}}
