Level 3 Settings in the Level 3 Activity tab of the Universal Tracking Application (UTA)/module Configuration Settings configure the third tier of tracked entities, nested beneath Level 2 records.
NOTE The Level 3 Activity tab is only available when Enable Tracking Activity and Enable Tracking Sub-Activity are enabled on the General tab.
NOTE This tab mirrors the Level 2 tab in structure. For full configuration details, see UTA/Module Level 2 Settings Reference. The sections below document settings unique to Level 3.
IN THIS ARTICLE
List View Settings
List View Settings control list view visibility and navigation shortcuts for Level 3 Activity records.
| Setting | Description |
|---|---|
| Enable Level 3 Activity List View on Contact Profile | Displays associated Level 3 Activity records on a contact's profile. Filter options are No Filter, Owner, Contact Person, Level 1 Owner, or Level 1 Person. |
| Disable Level 3 Activities Menu Tab | Hides the Level 3 Activity shortcut tab from UTA/module navigation. |
Features and Options
Features and Options control invitation templates, record locking, and batch approval behavior for Level 3 Activity records.
| Setting | Description |
|---|---|
| Invitation Templates | Configure invitation email templates for Level 3 Activity records. |
| Enable Record Lock | Prevents concurrent editing of Level 3 Activity records. |
| Batch Approve Button Label | Customizes the label for the batch approval button. |
| Batch Approve Level 3 Activity To | Defines the target status when batch approval is triggered. |
Organization and Contact Association Settings
External Record and Contact Association Settings control multiple-association list behavior for Level 3 Activity records.
| Setting | Description |
|---|---|
| Use Multiple External Record Association List for Level 3 Activity | Enables association of multiple organization records to a single Level 3 Activity record. |
| Use Multiple Contact Association List for Level 3 Activity | Enables multiple contact association lists at the Level 3 level. |
Email Activity Settings
Email Activity Settings control how inbound emails create and populate Level 3 Activity records.
| Setting | Description |
|---|---|
| Default Level 3 Activity Type | Type assignment for email-triggered Level 3 Activity records. |
| Send Status | Status assignment for email-triggered Level 3 Activity records. |
| Receive Status | Status assignment for email-triggered Level 3 Activity records. |
| Message ID Field | Maps the email message ID for threading. |
| Run Formulas on Email Activity Creation | Executes Level 2 formulas when a Level 3 Activity record is created from inbound email. |