Difference between revisions of "UTA Settings - Settings"
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| − | :{{UTASettingsTabs}} | + | : {{UTASettingsTabs}} |
| − | + | The main Settings page of the UTA consists of several sections. | |
| − | The main Settings page of the UTA consists of several sections. | ||
__TOC__ | __TOC__ | ||
| − | The sections will be named differently than the examples below in your copy of SmartSimple, depending on the naming convention the [[system administrator]] has defined on the Terminology Settings on the [[UTA Settings - General|General Settings page]]. In the following examples, the UTA has been named "GMS360° - Grants," {{l1}}s are referred to as "Grants," {{l2}}s as Activities and {{l3}}s as Sub-Activities. | + | The sections will be named differently than the examples below in your copy of SmartSimple, depending on the naming convention the [[system administrator]] has defined on the Terminology Settings on the [[UTA Settings - General|General Settings page]]. In the following examples, the UTA has been named "GMS360° - Grants," {{l1}}s are referred to as "Grants," {{l2}}s as "Activities" and {{l3}}s as "Sub-Activities." |
==UTA Settings== | ==UTA Settings== | ||
| − | [[Image: | + | [[Image:UTASettings2may2014.png|link=]] |
The UTA Settings section contains links to the following pages: | The UTA Settings section contains links to the following pages: | ||
| − | * '''Model Viewer''' - | + | <!--* '''Model Viewer''' - ''This feature is currently in beta release''.--> |
| + | |||
* '''Advanced Logic''' - Controls object visibility for this UTA only. See the [[Advanced Logic]] page for more information. | * '''Advanced Logic''' - Controls object visibility for this UTA only. See the [[Advanced Logic]] page for more information. | ||
* '''Application Scope Access''' - See [[Application Scope Access]] page for more information. | * '''Application Scope Access''' - See [[Application Scope Access]] page for more information. | ||
* '''Email Restriction''' - See [[Email restriction]] page for more information. | * '''Email Restriction''' - See [[Email restriction]] page for more information. | ||
| − | * '''Registration Pages''' - See [[UTA Registration Pages]] for more information. | + | * '''Registration Pages''' - See [[Universal Tracking Application – Registration Page Feature|UTA Registration Pages]] for more information. |
* '''Arcadia Settings''' - See [[Arcadia Settings]] for more information. | * '''Arcadia Settings''' - See [[Arcadia Settings]] for more information. | ||
* '''Field Permission Matrix''' - See [[Field Permission Matrix]] for more information. | * '''Field Permission Matrix''' - See [[Field Permission Matrix]] for more information. | ||
The UTA Settings section also contains the following configuration options: | The UTA Settings section also contains the following configuration options: | ||
| + | |||
* The following five settings will '''hide''' the relevant [[tabs]] from all users from the [[Tabs#Menu_Bar_Tabs|Menu Bar Tab]]: | * The following five settings will '''hide''' the relevant [[tabs]] from all users from the [[Tabs#Menu_Bar_Tabs|Menu Bar Tab]]: | ||
| − | + | ** '''Hide Organization Tab''' | |
| − | + | ** '''Hide Contact Tab''' | |
| − | + | ** '''Hide Report Tab''' | |
| − | |||
| − | |||
* The following two settings will '''show''' the relevant [[tabs]] for all users on the [[Tabs#Menu_Bar_Tabs|Menu Bar Tab]]: | * The following two settings will '''show''' the relevant [[tabs]] for all users on the [[Tabs#Menu_Bar_Tabs|Menu Bar Tab]]: | ||
| − | + | ** '''Show File Search Tab''' | |
| − | + | ** '''Show Resource Tab''' | |
* '''Group Tabs''' - See the [[Group Tabs]] page for more information. | * '''Group Tabs''' - See the [[Group Tabs]] page for more information. | ||
| − | + | ||
==Level 1 Settings== | ==Level 1 Settings== | ||
| − | [[Image: | + | [[Image:L1settingspagemay2017.png|link=|700px|border]]<br /> |
| − | <br> | ||
The {{l1}} settings section will be captioned with the terminology the [[system administrator]] has defined on the [[UTA Settings - General|General Settings page]]. In the above example, {{l1}}s have been named "Grants." | The {{l1}} settings section will be captioned with the terminology the [[system administrator]] has defined on the [[UTA Settings - General|General Settings page]]. In the above example, {{l1}}s have been named "Grants." | ||
The Level 1 Settings section contains links to the following pages: | The Level 1 Settings section contains links to the following pages: | ||
| + | |||
* '''Custom Fields - Create and manage custom fields for grants''' - A list of all baseline [[custom fields]] for your {{l1}} entity. See [[Adding a Custom Field to a Level 1]] for details on adding custom fields. | * '''Custom Fields - Create and manage custom fields for grants''' - A list of all baseline [[custom fields]] for your {{l1}} entity. See [[Adding a Custom Field to a Level 1]] for details on adding custom fields. | ||
* '''List Views - Add/remove and set order of fields in role based grants List Views''' - The [[list views]] that pertain to lists of Level 1s in this UTA. See [[Configuring List Views]] for instructions on adding list views. | * '''List Views - Add/remove and set order of fields in role based grants List Views''' - The [[list views]] that pertain to lists of Level 1s in this UTA. See [[Configuring List Views]] for instructions on adding list views. | ||
| − | * ''' | + | * '''Types - Create and manage grant L1 types''' - The page for managing your [[Level 1 Types]]. |
* '''Statuses - Define the statuses you wish to use for grants''' - The page for managing your Level 1 [[Status]]es. | * '''Statuses - Define the statuses you wish to use for grants''' - The page for managing your Level 1 [[Status]]es. | ||
| − | * '''Organization Roles - Create and manage organization roles for grants''' - Roles that can be assigned to [[organization]]s associated with {{l1}}s. System-wide company roles can be configured on the [[Roles & Permissions]] page. | + | * '''Organization Roles - Create and manage organization roles for grants''' - Roles that can be assigned to [[organization]]s associated with {{l1}}s. System-wide company roles can be configured on the [[Roles & Permissions|Roles & Permissions]] page. |
* '''Organization List View - Create and manage organization list view for grants''' - The [[list views]] that pertain to lists of [[organization]]s in this UTA. See [[Configuring List Views]] for instructions on adding list views. | * '''Organization List View - Create and manage organization list view for grants''' - The [[list views]] that pertain to lists of [[organization]]s in this UTA. See [[Configuring List Views]] for instructions on adding list views. | ||
* '''Contact List View - Create and manage contact list view for grants''' - The [[list views]] that pertain to lists of [[contact]]s in this UTA. See [[Configuring List Views]] for instructions on adding list views. | * '''Contact List View - Create and manage contact list view for grants''' - The [[list views]] that pertain to lists of [[contact]]s in this UTA. See [[Configuring List Views]] for instructions on adding list views. | ||
| − | * '''Contact Tabs - Create and manage contact tabbed view for grants''' - Allows system administrators to break groups of contacts into separate [[tabs]] by [[UTA role]]. | + | * '''Contact Tabs - Create and manage contact tabbed view for grants''' - Allows system administrators to break groups of contacts into separate [[tabs]] by [[UTA role]]. |
| − | * '''Organization Tabs - Create and manage organization tabbed view for grants''' - | + | * '''Organization Tabs - Create and manage organization tabbed view for grants''' - |
| − | * '''Contact Restrictions - Create and manage UTA restriction for grants''' - | + | * '''Contact Restrictions - Create and manage UTA restriction for grants''' - |
| − | * '''Copy {{l1}} Settings - Select {{l1}} custom fields to copy''' - This page defines the custom and standard fields that will be copied to the new record when the Copy button is used on a {{l1}}. | + | * '''Copy {{l1}} Settings - Select {{l1}} custom fields to copy''' - This page defines the custom and standard fields that will be copied to the new record when the Copy button is used on a {{l1}}, and the roles that have permission to copy fields. See [[Copying UTA Records]] for additional information. |
* '''Grant Duplicate Check Settings - Create and manage duplicate check for grants''' - See [[Duplicate Check]] page for instructions on configuration. | * '''Grant Duplicate Check Settings - Create and manage duplicate check for grants''' - See [[Duplicate Check]] page for instructions on configuration. | ||
| + | <!--14692 - duplicate check across L1--> | ||
| + | * '''Import Organizations''' - Associate existing [[organization]]s in your system with existing {{l1}} objects. | ||
| + | * '''Import Contacts''' - Associate existing [[contact]]s in your system with existing {{l1}} objects. | ||
The Level 1 Settings section also contains the following configuration options: | The Level 1 Settings section also contains the following configuration options: | ||
| − | + | ||
| − | * '''Disable Default Date''' - When this option is selected, the Start Date will no longer default to the current date upon new record creation. | + | * '''Disable Default Date''' - When this option is selected, the Start Date will no longer default to the current date upon new record creation. See [[Disable Default Date]] for additional information. |
* The following four settings will '''hide''' the relevant [[tabs]] from all users from the [[Tabs#Navigation_Bar_Tabs|Navigation Bar Tab]] on Level 1 records: | * The following four settings will '''hide''' the relevant [[tabs]] from all users from the [[Tabs#Navigation_Bar_Tabs|Navigation Bar Tab]] on Level 1 records: | ||
| − | + | ** '''Hide Forms Tab''' | |
| − | + | ** '''Hide Email Tab''' | |
| − | + | ** '''Hide {{l1}} Chart Tab''' | |
| − | + | ** '''Hide Import Tab''' | |
* The following two settings will '''show''' the relevant [[Quick Entry]] options on the New button on the [[Tabs#Navigation_Bar_Tabs|Navigation Bar Tab]] on Level 1 records: | * The following two settings will '''show''' the relevant [[Quick Entry]] options on the New button on the [[Tabs#Navigation_Bar_Tabs|Navigation Bar Tab]] on Level 1 records: | ||
| − | + | ** '''Show Basic Quick Entry Tab''' - See [[Basic Quick Entry]] page for more information. | |
| − | + | ** '''Show Enhanced Quick Entry Tab''' - See [[Enhanced Quick Entry]] page for more information. | |
* '''Open Transaction in New Window''' - [[Transaction]]s will open a pop-up window when this option is enabled. | * '''Open Transaction in New Window''' - [[Transaction]]s will open a pop-up window when this option is enabled. | ||
| − | |||
| − | |||
| − | |||
| − | |||
* '''Group Tabs''' - See the [[Group Tabs]] page for more information. | * '''Group Tabs''' - See the [[Group Tabs]] page for more information. | ||
| − | < | + | <br /><br /> |
==Level 2 Settings== | ==Level 2 Settings== | ||
| − | [[Image: | + | [[Image:L2settingsmay2014.png|link=]] |
The Level 2 Settings section contains links to the following pages: | The Level 2 Settings section contains links to the following pages: | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | The Level | + | * '''Custom Fields - Create and manage custom fields for activities''' - A list of all baseline [[custom fields]] for your {{l2}} entity. See [[Adding a Custom Field to a Level 2]] for details on adding custom fields. |
| − | * '''Use Current Time for Activities''' - | + | * '''List Views - Add/remove and set order of fields in role based activities List Views''' - The [[list views]] that pertain to lists of Level 2s in this UTA. See [[Configuring List Views]] for instructions on adding list views. |
| − | * ''' | + | * '''Types - Define the types you wish to use for activities''' - The page for managing your [[Level 2 Types]]. |
| − | * '''Disable Default Date''' - | + | * '''Statuses - Define the statuses you wish to use for activities and sub-activities''' - The page for managing your Level 2 [[Status]]es. |
| − | * '''Disable Default Assign''' - | + | * '''Copy Activity Settings - Select Activity custom fields to copy''' - This page defines the custom and standard fields that will be copied to the new record when the Copy button is used on a {{l2}}. |
| − | * '''Hide Recurring Activity Button | + | |
| − | + | The Level 2 Settings section also contains the following configuration options: | |
| − | + | ||
| − | * '''Show New Activity Tab On List When Security Matrix Enabled''' - | + | * '''Use Current Time for Activities''' - |
| − | * '''Other Type Tab Terminology''' - | + | * '''Hide Email Tab''' |
| − | < | + | * '''Disable Default Date''' - |
| + | * '''Disable Default Assign''' - See [[Disable Default Assign]] page for information. | ||
| + | * '''Hide Recurring Activity Button''' - | ||
| + | * '''Show New Activity Tab On List When Security Matrix Enabled''' - | ||
| + | * '''Other Type Tab Terminology''' - | ||
| + | <br /><br /> | ||
==Level 3 Settings== | ==Level 3 Settings== | ||
[[Image:L3settings.png|link=]] | [[Image:L3settings.png|link=]] | ||
| − | + | The Level 3 Settings section contains links to the following pages: | |
| − | + | ||
| − | [[ | + | * '''Custom Fields - Create and manage custom fields for Sub-Activities''' - A list of all baseline [[custom fields]] for your {{l3}} entity. See [[Adding a Custom Field to a Level 3]] for details on adding custom fields. |
| + | * '''List Views - Add/remove and set order of fields in role based Sub-Activities List Views''' - The [[list views]] that pertain to lists of Level 3s in this UTA. See [[Configuring List Views]] for instructions on adding list views. | ||
| + | * '''Types - Define the types you wish to use for Sub-Activities''' - The page for managing your [[Level 3 Types]]. | ||
| + | * '''Copy Sub-Activity Settings - Select Sub-Activity custom fields to copy''' - This page defines the custom and standard fields that will be copied to the new record when the Copy button is used on a {{l3}}. | ||
| + | |||
| + | <br /><br /> | ||
| − | |||
==Email Settings== | ==Email Settings== | ||
| − | [[Image: | + | [[Image:NewUTAEmailSettings.png|link=]] |
| + | |||
| + | * See [[Integrating Email with the UTA]] for instructions on configuration. | ||
| + | |||
| + | '''Note:''' Other sections will be visible on this page when various options are enabled on other Settings Pages. | ||
| + | (For example, [[Exchange Settings]], [[Skill Settings]]). | ||
==See Also== | ==See Also== | ||
{{UTASettingsLinks}} | {{UTASettingsLinks}} | ||
Latest revision as of 09:20, 12 April 2023
The main Settings page of the UTA consists of several sections.
Contents
The sections will be named differently than the examples below in your copy of SmartSimple, depending on the naming convention the system administrator has defined on the Terminology Settings on the General Settings page. In the following examples, the UTA has been named "GMS360° - Grants," Level 1s are referred to as "Grants," Level 2s as "Activities" and Level 3s as "Sub-Activities."
UTA Settings
The UTA Settings section contains links to the following pages:
- Advanced Logic - Controls object visibility for this UTA only. See the Advanced Logic page for more information.
- Application Scope Access - See Application Scope Access page for more information.
- Email Restriction - See Email restriction page for more information.
- Registration Pages - See UTA Registration Pages for more information.
- Arcadia Settings - See Arcadia Settings for more information.
- Field Permission Matrix - See Field Permission Matrix for more information.
The UTA Settings section also contains the following configuration options:
- The following five settings will hide the relevant tabs from all users from the Menu Bar Tab:
- Hide Organization Tab
- Hide Contact Tab
- Hide Report Tab
- The following two settings will show the relevant tabs for all users on the Menu Bar Tab:
- Show File Search Tab
- Show Resource Tab
- Group Tabs - See the Group Tabs page for more information.
Level 1 Settings
The Level 1 settings section will be captioned with the terminology the system administrator has defined on the General Settings page. In the above example, Level 1s have been named "Grants."
The Level 1 Settings section contains links to the following pages:
- Custom Fields - Create and manage custom fields for grants - A list of all baseline custom fields for your Level 1 entity. See Adding a Custom Field to a Level 1 for details on adding custom fields.
- List Views - Add/remove and set order of fields in role based grants List Views - The list views that pertain to lists of Level 1s in this UTA. See Configuring List Views for instructions on adding list views.
- Types - Create and manage grant L1 types - The page for managing your Level 1 Types.
- Statuses - Define the statuses you wish to use for grants - The page for managing your Level 1 Statuses.
- Organization Roles - Create and manage organization roles for grants - Roles that can be assigned to organizations associated with Level 1s. System-wide company roles can be configured on the Roles & Permissions page.
- Organization List View - Create and manage organization list view for grants - The list views that pertain to lists of organizations in this UTA. See Configuring List Views for instructions on adding list views.
- Contact List View - Create and manage contact list view for grants - The list views that pertain to lists of contacts in this UTA. See Configuring List Views for instructions on adding list views.
- Contact Tabs - Create and manage contact tabbed view for grants - Allows system administrators to break groups of contacts into separate tabs by UTA role.
- Organization Tabs - Create and manage organization tabbed view for grants -
- Contact Restrictions - Create and manage UTA restriction for grants -
- Copy Level 1 Settings - Select Level 1 custom fields to copy - This page defines the custom and standard fields that will be copied to the new record when the Copy button is used on a Level 1, and the roles that have permission to copy fields. See Copying UTA Records for additional information.
- Grant Duplicate Check Settings - Create and manage duplicate check for grants - See Duplicate Check page for instructions on configuration.
- Import Organizations - Associate existing organizations in your system with existing Level 1 objects.
- Import Contacts - Associate existing contacts in your system with existing Level 1 objects.
The Level 1 Settings section also contains the following configuration options:
- Disable Default Date - When this option is selected, the Start Date will no longer default to the current date upon new record creation. See Disable Default Date for additional information.
- The following four settings will hide the relevant tabs from all users from the Navigation Bar Tab on Level 1 records:
- Hide Forms Tab
- Hide Email Tab
- Hide Level 1 Chart Tab
- Hide Import Tab
- The following two settings will show the relevant Quick Entry options on the New button on the Navigation Bar Tab on Level 1 records:
- Show Basic Quick Entry Tab - See Basic Quick Entry page for more information.
- Show Enhanced Quick Entry Tab - See Enhanced Quick Entry page for more information.
- Open Transaction in New Window - Transactions will open a pop-up window when this option is enabled.
- Group Tabs - See the Group Tabs page for more information.
Level 2 Settings
The Level 2 Settings section contains links to the following pages:
- Custom Fields - Create and manage custom fields for activities - A list of all baseline custom fields for your Level 2 entity. See Adding a Custom Field to a Level 2 for details on adding custom fields.
- List Views - Add/remove and set order of fields in role based activities List Views - The list views that pertain to lists of Level 2s in this UTA. See Configuring List Views for instructions on adding list views.
- Types - Define the types you wish to use for activities - The page for managing your Level 2 Types.
- Statuses - Define the statuses you wish to use for activities and sub-activities - The page for managing your Level 2 Statuses.
- Copy Activity Settings - Select Activity custom fields to copy - This page defines the custom and standard fields that will be copied to the new record when the Copy button is used on a Level 2.
The Level 2 Settings section also contains the following configuration options:
- Use Current Time for Activities -
- Hide Email Tab
- Disable Default Date -
- Disable Default Assign - See Disable Default Assign page for information.
- Hide Recurring Activity Button -
- Show New Activity Tab On List When Security Matrix Enabled -
- Other Type Tab Terminology -
Level 3 Settings
The Level 3 Settings section contains links to the following pages:
- Custom Fields - Create and manage custom fields for Sub-Activities - A list of all baseline custom fields for your Level 3 entity. See Adding a Custom Field to a Level 3 for details on adding custom fields.
- List Views - Add/remove and set order of fields in role based Sub-Activities List Views - The list views that pertain to lists of Level 3s in this UTA. See Configuring List Views for instructions on adding list views.
- Types - Define the types you wish to use for Sub-Activities - The page for managing your Level 3 Types.
- Copy Sub-Activity Settings - Select Sub-Activity custom fields to copy - This page defines the custom and standard fields that will be copied to the new record when the Copy button is used on a Level 3.
Email Settings
- See Integrating Email with the UTA for instructions on configuration.
Note: Other sections will be visible on this page when various options are enabled on other Settings Pages. (For example, Exchange Settings, Skill Settings).
