Smartstaff, administrator
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To access the feature go to:
1) [[Global Settings]] - Organizations & Users
2) Scroll down to the '''User and Contact Settings'''
3) Click '''Default User Settings''' link.
These options determine the statuses and level 1 templates that will be pre-selected in the Search panel when the user accesses the UTA Level one list view for the first time. This ensures that users are immediately presented with information after accessing the List view, rather than having to manually select Statuses and Template types and run the search.
[[Image:UTAUserSettings.png|border|750px]]
In the example above when the user first accesses the GMS360° - Grants Donations Management UTA the Search Panel will have the Approve Pledged, Received, Distributed and Confirmed statuses pre-selected, while all the Donor Advised Donation, Thematic Donation and One-time Donation templates will be selected. Therefore, the user would be immediately presented with all records that have the status and one of the template types.
