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==Level 1 Settings==
The Level 1 Entity section will be captioned with the terminology the system administrator has defined on the General Settings page. In the above examplebelow, Level 1s [[UTA_Settings_-_General#Terminology_Settings|have been named ]] "Grants," so the section is labelled "Level 1sGrant Properties.":[[Image:UTAEntitySetting1.png]]
The Level 1 Settings section contains the following: * '''Standard Fields - Enable and manage standard fields for level 1s''' - A list of [[Standard Field|standard fields]] for your {{l1}} entity. See [[UTA Standard Field Settings]] for details on configuring standard fields.* '''Custom Fields - Create and manage custom fields for Level 1s''' - A list of the [[custom fields]] that are available to the overall Level 1 entity, rather than a specific Level 1 template. * '''[[Dynamic Field Visibility Control]]''' - used to create sets of fields that are displayed or hidden dependent on the value selected from another custom field. *'''List Views - Add/remove and set order of fields in role based grants List Views''' - A list of the [[list views]] that are available to the overall Level 1 entity.* '''Templates - Create and manage grant templates''' - A list of [[templates]] that are available to use.* '''Statuses''' - Define the [[status]] you wish to use.* '''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''' - See [[Duplicate Check Settings]] for details.* '''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.* '''Enable Record Lock - Prevent concurrent edit access to level 1s''' - See [[Record Lock]] for details.* '''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]].* '''Disable Default Date'''* '''Disable Forms Tab'''* '''Disable Email Tab'''* '''Disable Matching Gift Chart Tab'''* '''Disable Import Tab'''* '''Open Transaction in New Window'''* '''Group Tabs''' ==Organization Properties==[[Image:Organization_properties.png|link=]] * '''Organization Roles''' - Create and manage organization roles for the selected UTA.* '''Organization List Views''' - Create and manage organization list view for the selected UTA.* '''Organization Tabs''' - Create and manage organization tabbed view for the selected UTA.* '''Import Related Organizations''' - See [[Import Related Organizations]] page. ==Contact Properties==[[Image:Contact_properties.png|link=]] * '''Contact List View''' - Create and manage contact list view for the selected UTA.* '''Contact Tabs''' - Create and manage contact tabbed view for the selected UTA.* '''Contact Restrictions''' - Create and manage UTA restrictions for the selected UTA.* '''Import Related Contacts''' - See [[Import Related Contacts]] page. ==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 1 2 entity. * '''Custom Fields - Create and manage custom fields for Level 1s2s''' - A list of all baseline those [[custom fields for your ]] that are available to the overall Level 1 2 entity, rather than a specific Level 2 type. * '''Deleted Level 1s 2s - Restore deleted level 1s2s''' - means of restoring any Level 1s 2s that may have been deleted in error. * '''Enable Calendar 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 - Enable Click to specify that each only contacts associated with the level 1 has a calendar that will display all can be associated with the associated 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 1 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 1s2s''' - See [[Record Lock]] for details.* '''Enable External Owners Use multiple Ext Account list for level 2''' - Allow external users Will expose the Account List field at Level 2, allowing multiple companies to be assigned to own the Level 2 entity by company role. * '''Display Ext Account list below custom fields''' - Exposed when the '''Use multiple Ext Account list for level 1s2''' 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. * '''Enable Branch Restriction Use multiple Ext Contact list for level 2''' - Use Will expose the Contact List field at Level 2, allowing multiple contacts to be assigned to select only the branch you belong to or subLevel 2 entity by user role. * '''Display Ext Contact list below custom fields''' -branches if security matrix is enabledExposed 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. * '''Default Level 1 DurationUse level 2 contact in security matrix'''- * '''Internal Branch FilterMaximum 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 1 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 1 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 1 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: * '''Standard Fields - Enable and manage standard fields for level 3s''' - A list of all baseline standard fields for your Level 3 entity. * '''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. * '''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 1 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=={{UTASettingsLinks}}