Managed Properties

Overview

Amity provides a number of managed properties. Managed properties are predefined picklists associated with specific entity types.

The following entities have managed properties:

• Accounts
• Engagements
• People
• Tasks

The picklist items in each managed property can be modified, enabled, or disabled.

Account managed properties

The account entity has the following managed properties:

• Lifecycle Stage
• Priority Level
• Region
• Risk Level
• Role
• Tier
• Type

Note that the Priority Level and Risk Level picklists have a fixed size. New items cannot be added to these properties. You can, however, change the names of the levels.

To modify these managed properties:

1. Navigate to the Settings app and click on Accounts under the Configuration heading.
2. Click on the Managed Properties tab.
3. Click on the name of the property you wish to change.
4. Make your changes and click Save in the top right. 

Engagement managed properties

The engagement entity has one managed property:

• Topics

To modify these managed properties:

1. Navigate to the Settings app and click on Engagements under the Configuration heading.
2. Click on the name of the property you wish to change.
3. Make your changes and click Save in the top right.

Person managed properties

The engagement entity has one managed property:

• Roles

To modify these managed properties:

1. Navigate to the Settings app and click on People under the Configuration heading.
2. Click on the name of the property you wish to change.
3. Make your changes and click Save in the top right.

Task managed properties

The task entity has the following managed properties:

• Stages
• Types

Because a task's stages are clearly defined (Not Started, In Progress, etc.), one must always be checked as Completed. Without it, tasks cannot be archived.

Similarly, some tasks must be started in order to move through the stages. For example, Started tasks are those under In Progress, Waiting For, and Completed.

To modify these managed properties:

1. Navigate to the Settings app and click on People under the Configuration heading.
2. Click on the name of the property you wish to change. 
3. Make your changes and click Save in the top right.