0
edits
Changes
→Type Settings
Each type of [[Level 2 Entity]] has the following settings:
* '''Name''' - Display name for the [[Template|template]]Type.
* '''Display Order''' - The order in which the types are listed in the type combo box.
* '''Colour Code''' - A colour code used to display different types in the list view.
* '''Show External''' - This check box indicates if this type of activity should be shown to external users.
* '''Display as Tab''' - This Type will be displayed on a separate tab in the list of Level 2 activities at the bottom of a Level 1 record.* '''Access Roles''' - Select the [[Role]]s that can create this type of activity. * '''[[Template / Type Formulas|Level 2 Formula]]''' - A set of expressions used to calculate values when the Level 2 item is saved. Similar to the '''[[Template / Type Formulas|Level 1 Template''' ]] formula.
* '''Reminder Settings''' - The subject and content of the Reminder message. These fields are only applicable if you have included reminder standard fields in your [[Level 2 Entity]].
* '''Follow Up Settings''' - The subject and content of the '''Follow up''' message. These fields are only applicable if you have included follow up standard fields in your[[Level 2 Entity]].
* '''Restrict Contact Assignment by Contact''' - Allows you to restrict contact assignment for this Level 2 Type to named contacts. ''(For example, if the Level 2 Type is '''Dissertation Review''', and if there are 2 people in your company that look after all dissertation reviews you would specify them here by name and only they could be assigned to level 2 records of this type)''
* '''Restrict Contact Assignment by Role''': Allows you to define which contact [[Role]]s can be assigned to this Level 2 Type. ''(For example, if the Level 2 Type is '''Legal Contract''', you may wish to specify that only contacts with the role of '''Lawyer''' can be assigned to records of this type.)''
==Reminder & Follow-up Settings==