Difference between revisions of "Attaching Transactions to a UTA Level 1 Record"

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(Redirected page to UTA Settings - Transaction)
 
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Although Transactions are normally only attached to contact records, they can be enabled within a UTA to allow them to be associated with Level 1 entities.
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#REDIRECT [[UTA Settings - Transaction]]
 
 
This feature is generally only used when a person’s activity, such as a certification or a degree, needs to be attributed back to a grant.
 
 
 
This can be enabled as follows:
 
* Within the UTA under Settings click on Application Configuration
 
* In the Application Settings section click to enable '''Enable Transactions - Add UTA transactions and attribute personal and organisation transactions'''
 
* Save the page
 
* Scroll down to the '''Transaction Type Settings''' Section and select the transaction types you wish to enable for this UTA
 
 
 
When viewing a Level 1 record a section will now appear with a Tab for each of the Transaction Types you have enabled.
 

Latest revision as of 09:17, 11 October 2017