Difference between revisions of "UTA Settings - Miscellaneous"

From SmartWiki
Jump to: navigation, search
Line 23: Line 23:
 
==Publication Service Settings==
 
==Publication Service Settings==
 
[[Image:MiscSettings-PubService.png|link=]]
 
[[Image:MiscSettings-PubService.png|link=]]
* When [[transactions]] are added to this section using the {{LookupButton}} button, a user will be able to associate transactions of this type to a {{l2}} record.
+
* '''Use Level 2s as Publications''' -
* Transaction types can then be excluded from specific [[Level 2 Types]] by editing the type and selecting the transaction type in the "Disabled Transaction Types" section.
+
* '''Publication Service''' -
 
<BR><BR>
 
<BR><BR>
  
 
==See Also==
 
==See Also==
 
{{UTASettingsLinks}}
 
{{UTASettingsLinks}}

Revision as of 15:14, 27 June 2013

UTASettingsTabs.png

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

Account & Contact Settings

MiscSettings-AccountandContactSettings.png

  • Enable Level 1 on Organization New Menu - Allows you to create a new Level 1 from the organization automatically attaching them -
  • Enable Level 1 on Organization Tab - Displays list of Level 1s associated with the organization under their profile -
  • Enable Level 2 on Contact New Menu - Allows you to create a new Level 2 from the contact automatically attaching them -
  • Enable Level 2 on Contact Calendar - Displays Level 2s that the contact is associated with on their personal calendar -
  • Enable Level 2 Tab on Contact Profile - Displays list of Level 2s associated with the contact under their profile -
  • Enable Level 3 Tab on Contact Profile - Displays list of Level 3s associated with the contact under their profile -
  • Enable Level 1 Tab on Contact Profile - Displays list of Level 1s associated with the contact under their profile -
  • Enable Alert Time Conflicts - Displays a message if the contact is already associated to activity for the grant at that time -



Workflow and Calendar Field Settings

MiscSettings-WFandCalendarSettings.png

  • Workflow List Fields -
  • Calendar Fields -



Publication Service Settings

MiscSettings-PubService.png

  • Use Level 2s as Publications -
  • Publication Service -



See Also