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UTA Settings - General

98 bytes removed, 13:21, 12 April 2023
→‎Application Settings
* '''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.
* '''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]].
* '''Janus Machine Learning''' - See [[:Category:Janus|Janus pages]] for more information. * '''BI Dashboard''' - See [[BI Dashboard]] for more information.  <BR><BR>
==See Also==
Mark Bridger
Smartstaff, administrator
3,579
edits
Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/41076’

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