Difference between revisions of "UTA Settings - Miscellaneous"

Revision as of 12:10, 8 July 2013

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

Account & Contact Settings

• Enable Level 1 on Organization New Menu - Allows you to create a new Level 1 from the organization automatically attaching them - When this option is enabled, you can create a new Level 1 in this application from an organization's profile. That organization will be associated with the new Level 1.
• Enable Level 1 on Organization Tab - Displays list of Level 1s associated with the organization under their profile - Creates a tab on organizations' profile that displays a list view of Level 1s from this UTA with which that organization is associated.
• Enable Level 2 on Contact New Menu - Allows you to create a new Level 2 from the contact automatically attaching them - When this option is enabled, you can create a new Level 2 in this application from a contact's profile. That contact will be associated with the new Level 2.
• Enable Level 2 on Contact Calendar - Displays Level 2s that the contact is associated with on their personal calendar - Level 2s that a contact is associated with will be displayed on their personal calendar.
• Enable Level 2 Tab on Contact Profile - Displays list of Level 2s associated with the contact under their profile - Creates a tab on contacts' profile that displays a list view of Level 2s from this UTA with which that contact is associated.
• Enable Level 3 Tab on Contact Profile - Displays list of Level 3s associated with the contact under their profile - Creates a tab on contacts' profile that displays a list view of Level 3s from this UTA with which that contact is associated.
• Enable Level 1 Tab on Contact Profile - Displays list of Level 1s associated with the contact under their profile - Creates a tab on contacts' profile that displays a list view of Level 1s from this UTA with which that contact is associated.
• Enable Alert Time Conflicts - Displays a message if the contact is already associated to Level 2 for the Level 1 at that time

Note: When any option that enables a tab is selected in this section, the system administrator will be presented with the option to delimit this permission by role. Use the 

Workflow and Calendar Field Settings

• Workflow List Fields -
• Calendar Fields -

Publication Service Settings

• Use Level 2s as Publications -
• Publication Service - See Publication Service for instructions.

See Also

• Accessing the UTA Settings Tab
• UTA Settings Page
• UTA Settings - Settings
• UTA Settings - General
• UTA Settings - Security
• UTA Settings - Entity
• UTA Settings - Miscellaneous
• UTA Settings - Transaction
• UTA Settings - Invoice
• UTA Settings - Time and Expense