Difference between revisions of "UTA Settings - Miscellaneous"

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(Account & Contact Settings)
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==Account & Contact Settings==
 
==Account & Contact Settings==
 
[[Image:MiscSettings-AccountandContactSettings.png|link=]]
 
[[Image:MiscSettings-AccountandContactSettings.png|link=]]
* '''Enable Level 1 on Organization New Menu - Allows you to create a new Level 1 from the organization automatically attaching them''' -
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* '''Enable Level 1 on Organization New Menu - Allows you to create a new Level 1 from the organization automatically attaching them''' - When this option is enabled, you can create a new {{l1}} in this application from an organization's [[profile]]. That organization will be associated with the new Level 1.
* '''Enable Level 1 on Organization Tab - Displays list of Level 1s associated with the organization under their profile''' -
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* '''Enable Level 1 on Organization Tab - Displays list of Level 1s associated with the organization under their profile''' - Creates a tab on organizations' [[profile]] that displays a [[list view]] of Level 1s from this [[UTA]].
* '''Enable Level 2 on Contact New Menu - Allows you to create a new Level 2 from the contact automatically attaching them''' -
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* '''Enable Level 2 on Contact New Menu - Allows you to create a new Level 2 from the contact automatically attaching them''' - When this option is enabled, you can create a new {{l2}} in this application from a contact's [[profile]]. That contact will be associated with the new Level 2.
* '''Enable Level 2 on Contact Calendar - Displays Level 2s that the contact is associated with on their personal calendar''' -
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* '''Enable Level 2 on Contact Calendar - Displays Level 2s that the contact is associated with on their personal calendar''' - {{l2}}s that a contact is associated with will be displayed on their [[personal calendar]].
 
* '''Enable Level 2 Tab on Contact Profile - Displays list of Level 2s associated with the contact under their profile''' -
 
* '''Enable Level 2 Tab on Contact Profile - Displays list of Level 2s associated with the contact under their profile''' -
 
* '''Enable Level 3 Tab on Contact Profile - Displays list of Level 3s associated with the contact under their profile''' -
 
* '''Enable Level 3 Tab on Contact Profile - Displays list of Level 3s associated with the contact under their profile''' -

Revision as of 07:25, 28 June 2013

UTASettingsTabs.png

The Miscellaneous Settings page of the UTA consists of several sections.

Account & Contact Settings

MiscSettings-AccountandContactSettings.png

  • Enable Level 1 on Organization New Menu - Allows you to create a new Level 1 from the organization automatically attaching them - When this option is enabled, you can create a new Level 1 in this application from an organization's profile. That organization will be associated with the new Level 1.
  • Enable Level 1 on Organization Tab - Displays list of Level 1s associated with the organization under their profile - Creates a tab on organizations' profile that displays a list view of Level 1s from this UTA.
  • Enable Level 2 on Contact New Menu - Allows you to create a new Level 2 from the contact automatically attaching them - When this option is enabled, you can create a new Level 2 in this application from a contact's profile. That contact will be associated with the new Level 2.
  • Enable Level 2 on Contact Calendar - Displays Level 2s that the contact is associated with on their personal calendar - Level 2s that a contact is associated with will be displayed on their personal calendar.
  • Enable Level 2 Tab on Contact Profile - Displays list of Level 2s associated with the contact under their profile -
  • Enable Level 3 Tab on Contact Profile - Displays list of Level 3s associated with the contact under their profile -
  • Enable Level 1 Tab on Contact Profile - Displays list of Level 1s associated with the contact under their profile -
  • Enable Alert Time Conflicts - Displays a message if the contact is already associated to activity for the grant at that time -



Workflow and Calendar Field Settings

MiscSettings-WFandCalendarSettings.png

  • Workflow List Fields -
  • Calendar Fields -



Publication Service Settings

MiscSettings-PubService.png

  • Use Level 2s as Publications -
  • Publication Service -



See Also