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UTA Settings - General

4,570 bytes added, 13:21, 12 April 2023

→‎Application Settings

:{{UTASettingsTabs}}[[Image:Uta_settings.png|link=]]

The General Settings page of the UTA consists of several sections.

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The sections will be named differently than ==Terminology Settings==[[Image:UTA - General Settings 20170615.png|link=|border]] Terminology Settings allow you to personalize the examples below in terminology used by your copy of SmartSimple, depending on the naming convention .* '''Application ID''': A static listing of the [[system administratorApplication ID]] has defined on of this {{UTA}}.* '''Language''': The language associated with the Terminology Settings terminology settings. Multiple languages can be configured.* '''Menu Name''': The application name that will display on the [[UTA Settings - General|General Settings page]]left navigation bar. In * '''Title Bar Name''': The name that will display at the following examples, the UTA has been named "GMS360° - Grants," top Title Bar when application is open.* '''Description''': Text that allows you to describe your application.* '''Application''': Nomenclature for singular and plural references to {{l1}}s are referred .* '''Activity/Activities''': Nomenclature for singular and plural references to as "Grants," {{l2}}s as .* '''Sub-Activity/Sub-Activities ''': Nomenclature for singular and plural references to {{l3}}s as Sub-Activities.* '''Form/Forms''': Nomenclature for singular and plural references to Forms.* '''Interest/Interests''': Nomenclature for singular and plural references to interests.  

==Terminology Settings==Changing the terminology in this section will change the captions of various settings and objects throughout the administration and user [[Image:GeneralSettingsPage-TerminologySettings.png|link==interface]]s.<BR><BR>

==Application Settings==

[[Image:GeneralSettingsPageGeneral-ApplicationSettingsapplication_settings.png|link==]] * '''Enable Activities - Use to specify that grants have activities''' - Enables {{l2}}s to be used in this application. Once this option has been selected, the configuration options for {{l2}}s will be visible.** '''Disable My Activities Menu Tab''' - Hides [[Tabs|Menu Bar Tab]] for "My Activities" in this UTA.** '''Enable Activity Creation on Contact Profile''' - Allows you to create a new activity from a contact profile, automatically associating that contact with the activity.** '''Enable Activity Tab on Organization Profile''' - Displays list of activities associated with the organization under their profile.** '''Enable Activity Tab on Contact Profile''' - Displays list of activities associated with the contact under their profile.* '''Enable Level 3 Activities - Use to specify that activities have level 3 activities''' - Enables {{l3}}s to be used in this application. Once this option has been selected, the configuration options for {{l3}}s will be visible.** '''Disable Level 3 Activities Menu Tab''' - Hides [[Tabs|Menu Bar Tab]] for "My Level 3s" in this UTA.** '''Enable Level 3 Activity Creation on Contact Profile''' - Displays list of level 3 activities associated with the contact under their profile.* '''Enable Transactions - Add UTA transactions and attribute personal and organization transactions''' - Enables [[transactions]] to be used in this application. Once this option has been selected, the configuration options for transactions will be visible, including the [[UTA_Settings_-_Transaction|Transaction tab]] on the [[UTA Settings Page]].* '''Enable Invoicing - Use Invoicing features in this application''' - Enables [[invoice]]s to be used in this application. Once this option has been selected, the configuration options for invoices will be visible, including the [[UTA_Settings_-_Invoice|Invoice tab]] on the [[UTA Settings Page]]. ''Mutually exclusive with the Enable Professional Services option.''* '''Enable Professional Services - Use Professional Services features in this application''' - Enables [[Professional Service]]s to be used in this application.* '''Enable Auto Assignment - Assign people to entities at different level automatically''' - Enables [[Auto Assignments]] to be used in this application. Once this option has been selected, the Auto Assignment Settings section becomes visible.* '''Enable Contact Skill Matching - Use Contact Skill Matching features in this application''' - Enables [[Skill Settings]] to be used in this application. Once this option has been selected, the Skill Settings section becomes visible.* '''Enable Content Management - Use Content Management features in this application''' -* '''Enable Group Tabs''' - Use this to group menu's for invoicing, transactions related tabs into a generic menu item at the top menu bar.* '''Enable File Search''' - Turns on File Search Feature. A '''Search Files''' tab appears on the UTA menu bar.* '''Enable Grant Creation on Organization Profile''' - Allows users in selected roles to create a new grant from the organization automatically attaching them.* '''Enable Grant Tab on Organization Profile''' - Displays list of grants associated with the organization under their profile.* '''Enable Grant Tab on Contact Profile''' - Displays list of grants associated with the contact under their profile.* '''Disable Organization Menu Tab''' - The '''Organizations''' tab will be removed from the menu bar.* '''Disable Contact Menu Tab''' - The '''Contacts''' tab will be removed from the menu bar.* '''Disable Report Menu Tab''' - The '''Reports''' tab will be removed from the menu bar.* '''Registration Pages''' - Takes you to the [[Universal Tracking Application – Registration Page Feature|configuration page to allow web registrations]].* '''BI Dashboard''' - See [[BI Dashboard]] for more information. ==See Also=={{UTASettingsLinks}}

==Connectivity Settings==[[ImageCategory:GeneralSettingsPage-ConnectivitySettings.png|link==UTA Settings]]

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Mark Bridger

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