|
|
| Line 18: |
Line 18: |
| | * '''Copy Option Settings - Create and manage duplicate check for grants''' - Allows the user to define copy settings for custom fields. It also allows the user to define copy restrictions for specific roles. | | * '''Copy Option Settings - Create and manage duplicate check for grants''' - Allows the user to define copy settings for custom fields. It also allows the user to define copy restrictions for specific roles. |
| | * '''Duplicate Check Settings - Create and manage duplicate check for grants''' | | * '''Duplicate Check Settings - Create and manage duplicate check for grants''' |
| − | * '''Deleted Grants - Restore deleted grants''' | + | * '''Deleted Grants - Restore deleted grants''' - View deleted grants. Users can either restore or purge the deleted grants. |
| − | | + | * '''Enable Date Filtering''' |
| − | | + | * '''Enable Enhanced Quick Entry Tab''' |
| − | | + | * '''Enable Reader Log - Use to track what users have viewed and when they have viewed it''' - Enable to track when a user displays the Level 1 item and the amount of time that they reviewed that item. See [[Reader Log]] for further details. |
| − | | |
| − | * '''Deleted Level 1s - Restore deleted level 1s''' - Means of restoring any Level 1s that may have been deleted in error. See [[Restoring Deleted Records]] for details. | |
| − | * '''Enable Calendar - Enable to specify that each level 1 has a calendar that will display all the associated level 2s''' - Enable to display the Level 2 activities associated with the Level 1 item on a SmartSimple [[Calendars|Calendar]] accessible from each level 1 record. | |
| − | * '''Enable Reader Log - Use to track what users have viewed a specific level 1 and when they have viewed it''' - Enable to track when a user displays the Level 1 item and the amount of time that they reviewed that item. See [[Reader Log]] for further details. | |
| | * '''Enable Record Lock - Prevent concurrent edit access to level 1s''' - See [[Record Lock]] for details. | | * '''Enable Record Lock - Prevent concurrent edit access to level 1s''' - See [[Record Lock]] for details. |
| − | * '''Enable External Owners - Allow external users to own level 1s''' - By default, the Owner [[Standard Field|standard field]] only looks up [[internal]] users. Selecting this option will allow both [[external]] and [[internal]] owners of the Level 1.
| |
| | * '''Enable Branch Restriction - Use to select only the branch you belong to or sub-branches if security matrix is enabled''' - User will only be able to select their own company, or one of its sub-companies, when populating the Branch [[Standard Field|standard field]]. | | * '''Enable Branch Restriction - Use to select only the branch you belong to or sub-branches if security matrix is enabled''' - User will only be able to select their own company, or one of its sub-companies, when populating the Branch [[Standard Field|standard field]]. |
| − | * '''Default Level 1 Duration''' - Automatically define what the default End Date should be incremented to, based on the Start Date. | + | * '''Disable Default Date''' |
| − | * '''Internal Branch Filter''' - Restrict which companies are available in the Branch drop-down list based on which user is editing the record.
| + | * '''Disable Forms Tab''' |
| − | * '''Level 1 Formula''' - Enter the [[Template / Type Formula|formulas]] for any calculations or logic to be applied on all level 1s within the Formula boxes. | + | * '''Disable Email Tab''' |
| − | * '''Level 1 Formula ID Used''' - Used in conjunction with '''Level 1 Formula''' above. When [[Custom Field ID]]s are entered here, Template Formulas are restricted to process variables only from those custom fields. | + | * '''Disable Matching Gift Chart Tab''' |
| − | * '''Level 1 Visibility Condition ID Used''' - Used in conjunction with [[Visibility Condition|visibility conditions]] in place against the individual fields: if not left blank, [[Visibility Condition|visibility conditions]] are restricted to process variables only from the Custom Field IDs that are entered here. | + | * '''Disable Import Tab''' |
| − | * '''[[Delete Redirect Template|Level 1 Delete Redirect Template]]''' - Allows you to customize the landing page after a {{l1}} is deleted. | + | * '''Open Transaction in New Window''' |
| − | | + | * '''Group Tabs''' |
| − | ==Level 2 Settings==
| |
| − | | |
| − | :[[Image:UTAEntitySetting2.png]]
| |
| − | | |
| − | The Level 2 Settings section contains the following:
| |
| − | | |
| − | * '''Standard Fields - Enable and manage standard fields for level 2s''' - A list of all baseline standard fields for your Level 2 entity. | |
| − | * '''Custom Fields - Create and manage custom fields for Level 2s''' - A list of all those [[custom fields]] that are available to the overall Level 2 entity, rather than a specific Level 2 type.
| |
| − | * '''Deleted Level 2s - Restore deleted level 2s''' - means of restoring any Level 2s that may have been deleted in error.
| |
| − | * '''Inherit Custom Fields - Provides ability to define custom fields within a level 1 template and have those fields manifest on the level 2s associated with that template''' -
| |
| − | * '''Level 1 Contact Assignments - Click to specify that only contacts associated with the level 1 can be associated with the level 2s''' - Restrict the people that can be associated with a Level 2 activity to only those associated with the Level 1 item.
| |
| − | * '''Enable Reader Log - Use to track what users have viewed a specific level 2 and when they have viewed it. ''' - Enable to track when a user displays the Level 2 item and the amount of time that they reviewed that item. See [[Reader Log]] for further details.
| |
| − | * '''Enable Record Lock - Prevent concurrent edit access to level 2s''' - See [[Record Lock]] for details. | |
| − | * '''Use multiple Ext Account list for level 2''' - Will expose the Account List field at Level 2, allowing multiple companies to be assigned to the Level 2 entity by company role.
| |
| − | * '''Display Ext Account list below custom fields''' - Exposed when the '''Use multiple Ext Account list for level 2''' is checked. Will determine whether the Account List field in the Level 2 is displayed above the custom fields, toward the bottom of the overall level 2, or whether it is displayed towards the top of the screen.
| |
| − | * '''Use multiple Ext Contact list for level 2''' - Will expose the Contact List field at Level 2, allowing multiple contacts to be assigned to the Level 2 entity by user role.
| |
| − | * '''Display Ext Contact list below custom fields''' - Exposed when the '''Use multiple Ext Contact list for level 2''' is checked. Will determine whether the Contact List field in the Level 2 is displayed above the custom fields, toward the bottom of the overall level 2, or whether it is displayed towards the top of the screen.
| |
| − | * '''Use level 2 contact in security matrix''' -
| |
| − | * '''Maximum Contacts''' - Value entered here will determine the number of contacts that can be added to the Contact standard field, if enabled against the level 2.
| |
| − | * '''Level 2 Formula''' - Enter the [[Template / Type Formula|formulas]] for any calculations or logic to be applied on all level 2s within the Formula boxes.
| |
| − | * '''Level 2 Formula ID Used''' - Used in conjunction with Template Formula above: if not left blank, Template Formulas are restricted to process variables only from the Custom Field IDs that are entered here.
| |
| − | * '''Level 2 Visibility Condition ID Used''' - Used in conjunction with Visibility conditions in place against the individual fields: if not left blank, Visibility Conditions are restricted to process variables only from the Custom Field IDs that are entered here.
| |
| − | * '''[[Delete Redirect Template|Level 2 Delete Redirect Template]]''' - Allows you to customize the landing page after a level 2 is deleted.
| |
| − | | |
| − | | |
| − | ==Level 3 Settings==
| |
| − | | |
| − | :[[Image:UTAEntitySetting3.png]]
| |
| | | | |
| − | The Level 3 Settings section contains the following:
| + | ==Organization Properties== |
| | + | [[Image:Organization_properties.png|link=]] |
| | | | |
| − | * '''Standard Fields - Enable and manage standard fields for level 3s''' - A list of all baseline standard fields for your Level 3 entity.
| + | ==Contact Properties== |
| − | * '''Custom Fields - Create and manage custom fields for Level 3s''' - A list of all those [[custom fields]] that are available to the overall Level 3 entity, rather than a specific Level 3 type.
| + | [[Image:Contact_properties.png|link=]] |
| − | * '''Deleted Level 3s - Restore deleted level 3s''' - means of restoring any Level 3s that may have been deleted in error.
| |
| − | * '''Enable Level 3 Multi-Link - Click to specify the capability to link the same level 3s to multiple level 2s''' -
| |
| − | * '''Enable Reader Log - Use to track what users have viewed a specific level 3 and when they have viewed it''' - Enable to track when a user displays the Level 3 item and the amount of time that they reviewed that item. See [[Reader Log]] for further details.
| |
| − | * '''Enable Record Lock - Prevent concurrent edit access to level 3s ''' - See [[Record Lock]] for details.
| |
| − | * '''Use multiple Ext Account list for level 3''' - - Will expose the Account List field at Level 3, allowing multiple companies to be assigned to the Level 3 entity by company role.
| |
| − | * '''Display Ext Account list below custom fields''' - Exposed when the '''Use multiple Ext Account list for level 3''' is checked. Will determine whether the Account List field in the Level 3 is displayed above the custom fields, toward the bottom of the overall level 3, or whether it is displayed towards the top of the screen.
| |
| − | * '''Use multiple Ext Contact list for level 3''' - Will expose the Contact List field at Level 3, allowing multiple contacts to be assigned to the Level 3 entity by user role.
| |
| − | * '''Display Ext Contact list below custom fields''' - Exposed when the '''Use multiple Ext Contact list for level 3''' is checked. Will determine whether the Contact List field in the Level 3 is displayed above the custom fields, toward the bottom of the overall level 3, or whether it is displayed towards the top of the screen.
| |
| − | * '''Use level 3 contact in security matrix''' -
| |
| − | * '''Maximum Contacts''' - - Value entered here will determine the number of contacts that can be added to the Contact standard field, if enabled against the level 3.
| |
| − | * '''Level 3 Formula''' - Enter the [[Template / Type Formula|formulas]] for any calculations or logic to be applied on all level 3s within the Formula boxes.
| |
| − | * '''[[Delete Redirect Template|Level 3 Delete Redirect Template]]''' - Allows you to customize the landing page after a level 3 is deleted.
| |
| − | * '''Batch Update Level 3 To''' -
| |
| − | * '''Button Label''' -
| |
| | | | |
| | ==See Also== | | ==See Also== |
| | {{UTASettingsLinks}} | | {{UTASettingsLinks}} |
