Level 2 Settings in the Level 2 tab of the Universal Tracking Application (UTA)/module Configuration Settings define the entities nested beneath Level 1 records. The tab label reflects the Terminology Settings for this UTA/module.
NOTE The Level 2 tab is only available when Enable Tracking Activity is toggled on in the General tab.
IN THIS ARTICLE
General Settings
General Settings control field configuration, workflow behavior, and AI-assisted features for Level 2 records.
| Setting | Description |
|---|---|
| Custom Fields | Create and manage custom fields specific to Level 2 records. |
| Types | Define record types to differentiate workflows, templates, and behaviors within Level 2. |
| Statuses | Define the lifecycle statuses Level 2 records can move through. Statuses drive workflow, field visibility, and role access. |
| Dynamic Field Visibility Controls | Configure rules to show or hide fields based on record state, type, or field values. |
| Submit and Save Buttons | Configure labels, behaviors, and status transitions for submit and save buttons on Level 2 forms. |
| SmartCheck Validation | Attach validation rules to submit buttons to enforce data quality requirements before a status change is allowed. |
| P3 Script Editor | Create server-side JavaScript functions for Level 2 records. |
| Work with +AI | Configure +AI interactive mode for Level 2 records. |
| +AI Assistant | Configure the +AI Assistant experience for Level 2 records. |
List View Settings
List View Settings control list view columns, filters, and visibility for Level 2 records.
| Setting | Description |
|---|---|
| List Views/Search Filters | Configure role-based list view columns, sorting, and filters for Level 2 records. |
| Other Type Tab Label | Sets the label for the catch-all type tab in the Level 2 list view. |
| Enable Level 2 List View on External Record Profile | Displays associated Level 2 records on the organization's profile. Filter options are No Filter, External Record of Owner, External Record of Approved By, or Company List. |
| Enable Level 2 List View on Contact Profile | Displays associated Level 2 records on a contact's profile. Filter options are No Filter, Owner, Approved By, Level 1 Owner, or Level 1 Person. |
| Disable My Level 2 Menu Tab | Hides the "My Activities" shortcut tab from the UTA/module navigation. |
Tools
Tools provide workflow visualization, form preview, and bulk import and recovery options for Level 2 records. Each tool has the same function as its Level 1 equivalent.
| Tool | Description |
|---|---|
| Process Flow Summary | Graphical representation of the Level 2 status workflow. Same function as the Level 1 equivalent. |
| Form Preview | Preview the Level 2 form as seen by a specified role, type, status, and SmartVersioning version. Same function as the Level 1 equivalent. |
| Level 2 Import Wizard | Bulk-import Level 2 records from a file. Same function as the Level 1 equivalent. |
| Level 2 Import Templates | Create and manage import file templates for Level 2 data. Same function as the Level 1 equivalent. |
| Deleted Level 2 Records | View and restore recently deleted Level 2 records. Same function as the Level 1 equivalent. |
Features and Options
Features and Options control versioning, field mapping, consolidation, and other configurable behaviors for Level 2 records.
| Setting | Description |
|---|---|
| SmartVersioning | Configure field versioning to attach UTA/module custom fields to specific form versions. Same function as the Level 1 equivalent. |
| Form Completion Indicator Permissions | Configure which type/status combinations display a form completion progress indicator. Same function as the Level 1 equivalent. |
| Copy Options | Select which custom fields are included when a Level 2 record is copied. Same function as the Level 1 equivalent. |
| Copy Profiles | Create named copy profiles for Level 2 records. Same function as the Level 1 equivalent. |
| Geocode Field Mapping | Map Level 2 custom fields as address fields for geocoding purposes. |
| Amortization Schedule Mapping | Map fields for amortization schedule functionality. |
| Payment Schedule Mapping | Map fields for payment schedule functionality. |
| Consolidations | Configure settings to consolidate Level 3 Activities from existing Level 2 records into a new Level 2 record. |
| Impact Maps | Configure Impact Maps for Level 2 records. |
| Enable Level 2 Creation on Contact Profile | Allows users to create a Level 2 record from a contact profile, automatically linking the contact. |
| Enable Reader Log | Tracks record views at the Level 2 level. |
| Use Current Time for Activities | Automatically sets the time field to the current time when a Level 2 record is created. |
| Disable Default Date | Prevents auto-population of date fields on new records. Same function as the Level 1 equivalent. |
| Enable Scoring Feature Set | Enables scoring configuration on input-type custom fields. Same function as the Level 1 equivalent. |
| Formula | Formula expressions for Level 2 records. |
| Delete Redirect Template | Redirect configuration for Level 2 records. |
Organization Association Settings
External Record Association Settings control how organizations are associated with Level 2 records.
| Setting | Description |
|---|---|
| Enable Organization Association for Level 2 | Allows organizations to be associated directly with Level 2 records, independent of the Level 1 association. |
| Organization Roles | Configure organization roles at the Level 2 level. |
| Organization List Views | Configure organization display views at the Level 2 level. |
| Organization Restrictions | Configure organization restrictions at the Level 2 level. |
| Company List Import Wizard | Associate a list of existing companies to Level 2 records in bulk. |
Contact Association Settings
Contact Association Settings control how contacts are associated with Level 2 records.
| Setting | Description |
|---|---|
| Enable Contact Association for Level 2 | Allows contacts to be associated directly with Level 2 records. |
| Standard Fields | Configure visibility and terminology for standard contact association fields. Same structure as the Level 1 equivalent. |
| Custom Fields | Create custom fields for the contact-to-Level-2 association record. Same structure as the Level 1 equivalent. |
| Statuses | Define statuses for contact associations (for example, Active, Inactive, Pending). Same structure as the Level 1 equivalent. |
| Quick Assignment Types | Configure types for quickly assigning contacts to Level 2 records. Same structure as the Level 1 equivalent. |
| Contact List Views | Configure how associated contacts are displayed on Level 2 records. Same structure as the Level 1 equivalent. |
| Contact Restrictions | Restrict which contacts can be associated with Level 2 records. Same structure as the Level 1 equivalent. |
| Restrict Contact Assignments to Level 1 Contacts | Limits Level 2 contact association to only those contacts already associated with the parent Level 1 record. |
Activity Scheduling Settings
Activity Scheduling Settings control bulk creation, calendar display, and time conflict behavior for Level 2 records.
| Setting | Description |
|---|---|
| Activity Scheduler | Create multiple Level 2 records in bulk using a scheduling interface. |
| Disable Recurring Button | Hides the recurring activity creation button. |
| Enable Calendar | Adds a calendar view to the Level 1 record displaying all associated Level 2 records. |
| Enable Activity on Contact Calendar | Displays Level 2 records on the personal calendars of associated contacts. |
| Calendar Activity Color Code Source | Sets whether calendar event color is driven by Status or Type. |
| Calendar Activity Preview Template | Defines which fields appear in the calendar event preview popup. |
| Enable Time Conflict Alerts | Warns if a contact is already associated with another Level 2 record at the same time. |
Email Activity Settings
Email Activity Settings control how inbound emails create and populate Level 2 records.
| Setting | Description |
|---|---|
| Default Level 2 Type | Type assignment for email-triggered Level 2 records. |
| Sent Level 2 Status | Status assignment for email-triggered Level 2 records. |
| Received Level 2 Status | Status assignment for email-triggered Level 2 records. |
| Display Field | The field used as the subject/display value when a Level 2 record is created from email. |
| Attachments Field | Custom field mapping for email content at the Level 2 level. |
| From Address Field | Custom field mapping for email content at the Level 2 level. |
Quick Entry Settings
Quick Entry Settings control the streamlined data entry form and reference numbering for Level 2 records.
| Setting | Description |
|---|---|
| Quick Entries | Select which custom fields appear on the quick-entry form for Level 2 records. |
| Reference Number Field | Designates a custom field as the auto-incrementing reference number for Level 2 records. |
| Current Reference Number | Displays and allows reset of the current reference number counter. |