This setting is the unique, system-assigned identifier for the type.
Name
This setting is a unique internal name for the type.
Caption
This setting is the display name shown to users for the type.
Icon Style
This setting allows selection of a style for the selected icon.
Icon
This setting is the icon assigned to the type.
Display Order
This setting determines the sequence in which the type appears in the type drop-down menu.
Description
This setting stores optional comments or notes about the type. It is visible only on the type configuration page.
Display as Tab on List View under Parent record
This setting presents the type on a separate tab in the list of activities at the bottom of the parent record.
Color Code
This setting assigns a color used to visually distinguish the type in list views.
Lock on Type
This setting locks the type after it is created, preventing further modifications. This setting applies to Level 2 and Level 3 types.
Is Default Type
This setting establishes the type as the default for new Level 2 or Level 3 records. Only one type should be set as default; selecting multiple types as default causes this feature to malfunction.
Enable Payment Features
This setting enables SmartSimple's Payment Integration features for records of this type. This setting applies to Level 2 only.
Enable Zoom Web Conference Integration
This setting enables Zoom Web Conference integration for records of this type. This setting requires an integration key configured under Global Settings, Integration, and then Integration Key Management.
Enable Profile Erasure Trigger
This setting enables the Profile Erasure trigger for records of this type. Visibility of the Profile Erasure button is controlled by the role permissions setting on the Permissions & Availability tab.
This setting specifies the roles permitted to access records of this type.
Creation Roles
This setting specifies the roles authorized to create records of this type.
Available Status
This setting lists the statuses available for records of this type.
Contact Lookup by Contact
This setting restricts contact assignment for this type to specific named individuals. For example, if the Level 2 type is Dissertation Review and two designated reviewers handle all such reviews in the organization, administrators specify their names here.
Contact Lookup by Role
This setting defines which contact roles may be assigned to records of this type. For example, if the Level 2 type is Legal Contract, only contacts with the Lawyer role can be assigned.
Restrict Contact Assignment Role List
This setting limits the UTA/module roles available in the drop-down menu when assigning contacts to a Level 2 record.
This setting is the unique, system-assigned identifier for the type.
Name
This setting is a unique internal name for the type.
Caption
This setting is the display name shown to users for the type.
Icon Style
This setting allows selection of a style for the selected icon.
Icon
This setting is the icon assigned to the type.
Display Order
This setting determines the sequence in which the type appears in the type drop-down menu.
Description
This setting stores optional comments or notes about the type. It is visible only on the type configuration page.
Display as Tab on List View under Parent record
This setting presents the type on a separate tab in the list of activities at the bottom of the parent record.
Color Code
This setting assigns a color used to visually distinguish the type in list views.
Lock on Type
This setting locks the type after it is created, preventing further modifications. This setting applies to Level 2 and Level 3 types.
Is Default Type
This setting establishes the type as the default for new Level 2 or Level 3 records. Only one type should be set as default; selecting multiple types as default causes this feature to malfunction.
Enable Zoom Web Conference Integration
This setting enables Zoom Web Conference integration for records of this type. This setting requires an integration key configured under Global Settings, Integration, and then Integration Key Management.
This setting specifies the roles permitted to access records of this type.
Creation Roles
This setting specifies the roles authorized to create records of this type.
Available Status
This setting lists the statuses available for records of this type.
Available to Level 2 Types
This setting associates the Level 3 type with specific Level 2 types. This setting currently applies to Level 3 tasks only.
Associated Parent Availability - Source
This setting selects between two Level 2 entities within the same UTA/module or a related provider UTA/module. This setting is used with the Associated Parent standard field and relates to the budget manager.
Associated Parent Settings - Level 2 Activity Status
This setting selects Level 2 statuses based on the chosen source and controls what is displayed in the Associated Parent standard field.
Associated Parent Settings - Level 2 Activity Type
This setting selects Level 2 types based on the chosen source and controls what is displayed in the Associated Parent standard field.