0
edits
Changes
→Type Settings
* '''Access Roles''' - Select the [[Role]]s that can create this type of activity.
* '''[[Template / Type Formulas|Level 2/Level 3 Formula]]''' - A set of expressions used to calculate values when the Level 2 or Level 3 item is saved. Similar to the [[Template / Type Formulas|Level 1 Template]] formula. ''(See [[Template / Type Formulas]])''
* '''Reminder Settings''' (Level 2 only) - 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''' (Level 2 only) - 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''' (Level 2 only) - 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 so that only they could be assigned to level 2 records of this type''
* '''Restrict Contact Assignment by Role''': (Level 2 only) - 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.''
