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→UTA Settings
:{{UTASettingsTabs}}The main Settings page of the UTA consists of several sections.__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."
==UTA Settings==
[[Image:UTASettings2may2014.png|link=]]
The UTA Settings section contains links to the following pages:
<!--* '''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.
* '''Application Scope Access''' - See [[Application Scope Access]] page for more information.
* '''Email Restriction''' - See [[Email restriction]] page 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.
* '''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 [[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]]:
** '''Show File Search Tab'''
** '''Show Resource Tab'''
* '''Group Tabs''' - See the [[Group Tabs]] page for more information.
==Level 1 Settings==
[[Image:L1settingspagemay2017.png|link=|700px|border]]<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 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.
* '''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.
* '''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.
* '''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]].
* '''Organization Tabs - Create and manage organization tabbed view 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}}, 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.
<!--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:
* '''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:
** '''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:
** '''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.
* '''Group Tabs''' - See the [[Group Tabs]] page for more information.
<br /><br />
==Level 2 Settings==
[[Image:L2settingsmay2014.png|link=]]
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 {{l2}} 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 [[Status]]es.
* '''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}}.
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''' -
<br /><br />
==Level 3 Settings==
[[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==
[[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==
{{UTASettingsLinks}}
