Level 1, Level 2, and Level 3 standard fields are listed with each field's description and associated variable.
NOTE SmartSimple is transitioning from the classic syntax using "@" to a new syntax using curly braces. Both syntaxes are currently supported.
It is recommended that global administrators enable the new syntax. Locate the System Options section in Global Settings, and toggle Enable New Variable Syntax on.
It is recommended that global administrators enable the new syntax. Locate the System Options section in Global Settings, and toggle Enable New Variable Syntax on.
NOTE Standard fields are predefined attributes that are part of a SmartSimple entity such as a contact, a company, or an activity. Most standard fields cannot be deleted, which keeps the data model consistent, but some can be renamed or reconfigured. Manage these fields through the Global Settings page or the entity settings page in the Universal Tracking Application (UTA)/module.
Level 1 Standard Field List
The following standard fields are available on Level 1 records.
| Field Name | Description | New Syntax | Old Syntax |
|---|---|---|---|
| Accounts |
Adds multiple accounts to the Level 1 item. Use this field to associate several organizations with a single Level 1 item. Each account links to the item through the company role. For more information, see the Level 1 Contacts and Accounts section of Variable and Field List Reference. |
{{company.rolename.fieldname}} | @company.rolename.fieldname@ |
| Activity List | Displays the Level 2 items associated with a Level 1 item, shown at the bottom of the Level 1 item page. This field is required if the UTA/module includes Level 2 items. | List syntax |
List syntax, where object=activity [#(?object=objectname::{options})~standardfieldname~ $customfieldname$#] |
| Application Name | Sets a name for the Level 1 item. When used, the name appears in the title bar of the item. | {{name}} | @name@ |
| Application Type | Displays a drop-down menu of all defined Level 1 templates. Use this field when multiple types of Level 1 items exist. | {{type}} | @type@ |
| Branch | Links the Level 1 item to the internal company hierarchy. Use this field to associate the item with specific internal locations. Defaults to a drop-down menu but can be changed to a lookup. | {{branch}} | @branch@ |
| Close Date | Stores a milestone date. Rename the caption to repurpose this field for any date. | {{closedate}} | @closedate@ |
| Contacts | Adds multiple contacts to the Level 1 item. Use this field to associate several contacts with a single Level 1 item. Each contact links to the item through the contact assignment role. | List syntax, where object=contact | List syntax, where object=contact |
| Created By | Shows the user name of the person who created the record. | {{createdby}} | @createdby@ |
| Created Date | Records the date and time the record was created. | {{createddate}} | @createddate@ |
| Currency | Works with the Currency Exchange field to manage currency conversion. | {{currencyname}} / {{currencycode}} | @currencyname@ / @currencycode@ |
| Currency Exchange | Works with the Currency field to manage currency conversion. |
{{excurrencyname}} {{excurrencycode}} {{exrate}} |
@excurrencyname@ @excurrencycode@ @exrate@ |
| Customer | Links the Level 1 item to a specific company through a company lookup field. This standard field supports up to 255 characters. When the Enable Auto Assign Company to this field on New Records setting is disabled, the field does not automatically populate with the current external user's organization on save. | {{client}} | @client@ |
| Description | Provides a text box for narrative descriptions. | {{description}} | @description@ |
| End Date | Stores a milestone date, set to the current date by default. | {{enddate}} | @enddate@ |
| End Time | Stores a milestone time, set to the current time by default. | {{hour(fullenddate)}}:{{minute(fullenddate)}} | @hour(fullenddate)@:@minute(fullenddate)@ |
| Interactions | Enables the Interactions feature on the Level 1 item. | Not applicable | Not applicable |
| Invitations | Enables the Invitation feature on the Level 1 item. | Not applicable | Not applicable |
| Modified By | Shows the user who last modified the Level 1 item. |
{{modifiedby}} returns the user name {{modifiedbyid}} returns the user ID |
@modifiedby@ returns the user name @modifiedbyid@ returns the user ID |
| Modified Date | Records the date the Level 1 item was last modified. | {{modifieddate}} | @modifieddate@ |
| Owner | Links to the user who created the Level 1 item by default. When the Enable External Owners setting is active on the Entity tab of the UTA/module Settings page, this field can designate an external contact as the item owner. When Filter Owner Based on Organization is enabled, selection is limited to contacts within the Level 1 organization. When Filter Owner Based on Branch is enabled, selection is limited to contacts within the Level 1 branch. When Enable Auto Assign Creator to this field on New Records is enabled, the field automatically populates with the current user's details on save. | {{owner}} | @owner@ |
| Person | Associates the Level 1 item with an external or internal contact, similar to the Owner field. When Filter Person Based on Organization is enabled, selection is limited to contacts within the Level 1 organization. When Filter Person Based on Branch is enabled, selection is limited to contacts within the Level 1 branch. When Enable Auto Assign Creator to this field on New Records is enabled, the field automatically populates with the current user's details on save. | {{person}} | @person@ |
| Probability | Tracks the probability of winning an opportunity as a Level 1 item when building a custom Sales Tracking UTA/module. | {{probability}} | @probability@ |
| Requirement | Provides a text box for narrative descriptions. | {{requirements}} | @requirements@ |
| Revenue | Associates a monetary value with the Level 1 entity. The @revenue@ variable returns the stored value with comma separators, such as 34,000.00. To return an unformatted number without comma separators, use @revenue.value@. |
{{revenue}} | @revenue@ |
| Start Date | Stores a milestone date, set to the current date by default. | {{startdate}} | @startdate@ |
| Start Time | Stores a milestone time, set to the current time by default. | {{hour(fullstartdate)}}:{{minute(fullstartdate)}} | @hour(fullstartdate)@:@minute(fullstartdate)@ |
| Status | Shows the status of the Level 1 item. | {{status}} | @status@ |
| Status Indicator | Enables the Status Indicator field. | Not applicable | Not applicable |
| Transactions | Enables the Transactions feature on the Level 1 item. | Can be resolved using list syntax | Can be resolved using list syntax |
| UTA Consumers | Adds a section to the Level 1 item for associating objects from other UTAs/modules with this record, where this item acts as the consumer. | Can be resolved using list syntax | Can be resolved using list syntax |
| UTA Consumers Level 2 | Adds a section to the Level 2 item for associating objects from other UTAs/modules with this record, where this item acts as the consumer. | Can be resolved using list syntax | Can be resolved using list syntax |
| UTA Providers | Adds a section to the Level 1 item for associating objects from other UTAs/modules with this record, where this item acts as the provider. | Can be resolved using list syntax | Can be resolved using list syntax |
| UTA Providers Level 2 | Adds a section to the Level 2 item for associating objects from other UTAs/modules with this record, where this item acts as the provider. | Can be resolved using list syntax | Can be resolved using list syntax |
| Workflow | Attaches a workflow to the Level 1 item. | Not applicable | Not applicable |
Level 2 Standard Field List
The following standard fields are available on Level 2 records.
| Field Name | Description | New Syntax | Old Syntax |
|---|---|---|---|
| Activity List | Displays the list of activities at Level 2. | Not applicable | Not applicable |
| Activity Type | Displays Level 2 types in a drop-down menu. | {{type}} | @type@ |
| Amount | Provides an amount field. | {{eamount}} | @eamount@ |
| Assign Person | Provides a lookup button to assign internal personnel to the item. When Enable Auto Assign Creator to this field on New Records is enabled, the field automatically populates with the current external user's details on save. | {{assigned}} | @assigned@ |
| Assigned Link | Displays links to assigned personnel. Clicking a link reveals contact details. Assigned personnel are always internal. | Not applicable | Not applicable |
| Contact Person | Provides a lookup button to assign external personnel to the item. | {{contact}} | @contact@ |
| Contacts Link | Displays links to contact personnel. Clicking a link reveals contact details. Contact personnel are always external. | Not applicable | Not applicable |
| Created By | Shows the user name of the person who created the record. | {{createdby}} | @createdby@ |
| Created Date | Records the date and time the record was created. | {{createddate}} | @createddate@ |
| Description | Provides a field for a narrative description. | {{description}} | @description@ |
| Duration | Records the duration in hours. | {{span}} | @span@ |
| End Date | Represents an end date or milestone in typical use. | {{enddate}} | @enddate@ |
| End Time | Records the end time for a brief event. | {{endhour}}:{{endminute}} {{endampm}} | @endhour@:@endminute@ @endampm@ |
| Follow-up | Specifies the number of days or hours after the activity when a message is sent. Appears as a drop-down menu. | Not applicable | Not applicable |
| Follow-up Sent |
Indicates whether the follow-up message has been sent. Appears as two option buttons: Yes = Sent, No = Not Sent yet. If set to Yes before the message is due, the message is not sent. |
Not applicable | Not applicable |
| Follow-up Type | Specifies whether the message is sent by quick message, which is internal to SmartSimple users, or email, and selects the recipient group. Appears as a drop-down menu. | Not applicable | Not applicable |
| Invitations | Enables the Invitation feature on the Level 2 item. | Not applicable | Not applicable |
| Last Modified | Displays the date and time the record was last modified. | Not applicable | Not applicable |
| Location | Indicates the location for the Level 2 item. When the field's caption is prefixed with an @ symbol, a globe icon appears so users can look up the location using their selected mapping service. | {{location}} | @location@ |
| Owner | Populates automatically with the current external user's details on save when Enable Auto Assign Creator to this field on New Records is enabled. | {{owner}} | @owner@ |
| Parent Name | Displays the name of the associated Level 1 item. | {{parent.name}} | @parent.name@ |
| Reminder | Specifies the number of days or hours before the activity when a reminder message is sent. Appears as a drop-down menu. | Not applicable | Not applicable |
| Reminder Sent |
Indicates whether the reminder message has been sent. Appears as two option buttons: Yes = Sent, No = Not Sent yet. If set to Yes before the message is due, the message is not sent. |
Not applicable | Not applicable |
| Reminder Type | Specifies whether the message is sent by quick message, which is internal to SmartSimple users, or email, and selects the recipient group. Appears as a drop-down menu. | Not applicable | Not applicable |
| Start Date | Represents a start date in typical use. | {{startdate}} | @startdate@ |
| Start Time | Records the start time of a brief event. | {{starthour}}:{{startminute}} {{startampm}} | @starthour@:@startminute@ @startampm@ |
| Status | Shows the status of the Level 2 item. | {{status}} | @status@ |
| Subject | Provides a concise, one-line narrative for the Level 2 item. | {{subject}} | @subject@ |
| Updated By | Shows the name of the user who last updated the Level 2 item. | {{updatedbyname}} | @updatedbyname@ |
| UTA Providers | Adds a section to Level 2 items for associating objects from other UTAs/modules with this record. | Not applicable | Not applicable |
| Whole Day Event | Indicates whether the event spans the entire day. | {{isallday}} | @isallday@ |
| Latitude | Displays latitude when Address Mapping is configured for Level 2. | {{latitude}} | @latitude@ |
| Longitude | Displays longitude when Address Mapping is configured for Level 2. | {{longitude}} | @longitude@ |
Level 3 Standard Field List
The following standard fields are available on Level 3 records.
| Field Name | Description | New Syntax | Old Syntax |
|---|---|---|---|
| Activity Type | Displays Level 3 types in a drop-down menu. | {{type}} | @type@ |
| Amount | Provides an amount field. | {{eamount}} | @eamount@ |
| Assign People | Provides a lookup button to assign internal personnel to the item. | {{assigned}} | @assigned@ |
| Assigned Link | Displays links to assigned personnel. Clicking a link reveals contact details. Assigned personnel are always internal. | Not applicable | Not applicable |
| Contact Person | Provides a lookup button to assign external personnel to the item. | {{contact}} | @contact@ |
| Contacts Link | Displays links to contact personnel. Clicking a link reveals contact details. Contact personnel are always external. | Not applicable | Not applicable |
| Description | Provides a field for a narrative description. | {{description}} | @description@ |
| Duration | Records the duration in hours. | {{span}} | @span@ |
| End Date | Represents an end date or milestone in typical use. | {{enddate}} | @enddate@ |
| End Time | Records the end time for a brief event. | {{endhour}}:{{endminute}} {{endampm}} | @endhour@:@endminute@ @endampm@ |
| Follow-up | Specifies the number of days or hours after the activity when a message is sent. Appears as a drop-down menu. | Not applicable | Not applicable |
| Follow-up Sent |
Indicates whether the follow-up message has been sent. Appears as two option buttons: Yes = Sent, No = Not Sent yet. If set to Yes before the message is due, the message is not sent. |
Not applicable | Not applicable |
| Follow-up Type | Specifies whether the message is sent by quick message, which is internal to SmartSimple users, or email, and selects the recipient group. Appears as a drop-down menu. | Not applicable | Not applicable |
| Location | Indicates the location for the Level 3 item. When the field's caption is prefixed with an @ symbol, a globe icon appears so users can look up the location using their selected mapping service. | {{location}} | @location@ |
| Owner | Identifies the manager or person responsible for the Level 3 item. When Enable Auto Assign Creator to this field on New Records is enabled, the field automatically populates with the current external user's details on save. | {{owner}} | @owner@ |
| Parent Subject | Displays the subject of the associated Level 2 item. | {{parent.subject}} | @parent.subject@ |
| Reminder | Specifies the number of days or hours before the activity when a reminder message is sent. Appears as a drop-down menu. | Not applicable | Not applicable |
| Reminder Sent |
Indicates whether the reminder message has been sent. Appears as two option buttons: Yes = Sent, No = Not Sent yet. If set to Yes before the message is due, the message is not sent. |
Not applicable | Not applicable |
| Reminder Type | Specifies whether the message is sent by quick message, which is internal to SmartSimple users, or email, and selects the recipient group. Appears as a drop-down menu. | Not applicable | Not applicable |
| Start Date | Represents a start date in typical use. | {{startdate}} | @startdate@ |
| Start Time | Records the start time of a brief event. | {{starthour}}:{{startminute}} {{startampm}} | @starthour@:@startminute@ @startampm@ |
| Status | Shows the status of the Level 3 item. | {{status}} | @status@ |
| Subject | Provides a concise, one-line narrative for the Level 3 item. | {{subject}} | @subject@ |
| Whole Day Event | Indicates whether the event spans the entire day. | {{isallday}} | @isallday@ |
| Last Modified | Records the date the Level 3 item was last modified. | {{modifieddate}} | @modifieddate@ |
| Updated By | Indicates the user who last modified the Level 3 item. |
{{modifiedby}} returns the user name {{modifiedbyid}} returns the user ID |
@modifiedby@ returns the user name @modifiedbyid@ returns the user ID |
| Associated Parent | Provides soft links between two Level 2 entities, either within the same UTA/module or related provider UTAs/modules. Use this feature with the Associated Parent settings available for Level 3 types. | Not applicable | Not applicable |