UTA Settings - General

Revision as of 08:17, 27 June 2013 by Arthur Lathrop (talk | contribs) (Application Settings)

Revision as of 08:17, 27 June 2013 by Arthur Lathrop (talk | contribs) (Application Settings)

UTASettingsTabs.png

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

Contents

Terminology Settings

GeneralSettingsPage-TerminologySettings.png

Terminology Settings allow you to personalize the terminology used by your copy of SmartSimple.

  • Menu Name:
  • Title Bar Name:
  • Description:
  • Template/Templates:
  • Activity/Activities:
  • Sub-Activity/Sub-Activities:
  • Form/Forms:

Application Settings

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  • Enable Activities - Use to specify that grants have activities -
  • Enable Level 3 Activities - Use to specify that activities have level 3 activities -
  • Enable Transactions - Add UTA transactions and attribute personal and organisation transactions -
  • Enable Invoicing - Use Invoicing features in this application -
  • Enable Professional Services - Use Professional Services features in this application -
  • Enable Auto Assignment - Assign people to entities at different level automatically -
  • Enable Contact Skill Matching - Use Contact Skill Matching features in this application -
  • Enable Content Management - Use Content Management features in this application -
  • Enable Aggregration - Use this application as a repository for all other UTAs -
  • Web Service Settings - Enable and manage Web service (SOAP) for grants -

Connectivity Settings

GeneralSettingsPage-ConnectivitySettings.png

See Also