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→Application Settings
:{{UTASettingsTabs}}[[Image:Uta_settings.png|link=]]
The General Settings page of the UTA consists of several sections.
==Terminology Settings==
[[Image:GeneralSettingsPageUTA -TerminologySettingsGeneral Settings 20170615.png|link==|border]]
Terminology Settings allow you to personalize the terminology used by your copy of SmartSimple.
* '''Application ID''': A static listing of the [[Application ID]] of this {{UTA}}.
* '''Language''': The language associated with the terminology settings. Multiple languages can be configured.
* '''Menu Name''': The application name that will display on the left navigation bar.
* '''Title Bar Name''': The name that will display at the top Title Bar when application is open.
* '''Description''': Text that allows you to describe your application.
* '''Template/TemplatesApplication''': Nomenclature for singular and plural references to {{l1}}s.
* '''Activity/Activities''': Nomenclature for singular and plural references to {{l2}}s.
* '''Sub-Activity/Sub-Activities''': Nomenclature for singular and plural references to {{l3}}s.
* '''Form/Forms''': Nomenclature for singular and plural references to Forms.
* '''SkillInterest/SkillsInterests''': Nomenclature for singular and plural references to skills. This options only appears when the [[Skill Settings]] is turned on within the UTAinterests.
==Application Settings==
[[Image:GeneralSettingsPageGeneral-ApplicationSettingsapplication_settings.png|link==]]
* '''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 organisation 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.
* '''Enable Content Management - Use Content Management features in this application''' -
* '''Enable Aggregration - Use this application as a repository for all other UTAsGroup Tabs''' - Enabling Use this will turn the UTA to group menu's for invoicing, transactions related tabs into an aggregation UTA, allowing a generic menu item at the definition of the association between equivalent fields in each UTAtop menu bar. * '''Auto Assignment Settings - Settings for people assignment at different levelsEnable File Search''' - * Turns on File Search Feature. A '''Web Service Settings - Enable and manage Web service (SOAP) for grantsSearch Files''' -<BR><BR> ==Connectivity Settings==[[Image:GeneralSettingsPage-ConnectivitySettingstab appears on the UTA menu bar.png|link==]]* '''Is Shadow Application - This application is linked to another applicationEnable Grant Creation on Organization Profile''' - Checking this box indicates that this UTA is Allows users in selected roles to create a [[Creating and Enabling a Shadow Application|Shadow Application]], and will expose '''Shadow Application Settings''' section at the bottom of new grant from the pageorganization automatically attaching them. * '''Enable Data Exchange - Share application information with other instances of SmartSimpleGrant Tab on Organization Profile''' - Checking this box indicates that this UTA will permit transferring information between individual instances using SmartSimple's [[UTA Data Exchange|Date Exchange]] functionalityDisplays list of grants associated with the organization under their profile. * '''Enable UTA Connection as Receiver - UTAs can be linked to other UTAsGrant Tab on Contact Profile''' - Checking this box indicates that this UTA is a [[Configuring UTA Provider/Receiver (Consumer) Relationships|Receiver]] for information held in another UTA, and will expose Displays list of grants associated with the '''UTA Connection Roles''' hyperlinkcontact under their profile. * '''Enable UTA Connection as Provider - UTAs can be linked to other UTAsDisable Organization Menu Tab''' - - Checking this box indicates that this UTA is a [[Configuring UTA Provider/Receiver (Consumer) Relationships|Provider]] of information to another UTA, and will expose the Shadow L1 Connection Settings and Shadow L2 Connection Settings hyperlinks.* The '''UTA Connection Roles - Configure Grant connection rolesOrganizations''' - Can now define a Role for Consumer/Provider relationships, including tab will be removed from the ability to have role base custom fields to track attributes of the association between specific consumer and provider recordsmenu bar. * '''Shadow L1 Connection Settings - Configure Shadow L1 UTA connection settingsDisable Contact Menu Tab''' - * The '''Shadow L2 Connection Settings - Configure Shadow L2 UTA connection settingsContacts''' -tab will be removed from the menu bar.* '''UTA Provider Level 1 List View from Provider - Create and manage list view for UTA provider level 1Disable Report Menu Tab''' - configure the list view for how the Level 1 Provider information will be presented on the Consumer UTA * The '''UTA Provider Level 2 List View from Provider - Create and manage list view for UTA provider level 2Reports''' - configure the list view for how the Level 2 Provider information tab will be presented on removed from the Consumer UTA menu bar.* '''UTA Consumer Level 1 List View from Consumer - Create and manage list view for UTA consumer level 1Registration Pages''' - configure Takes you to the list view for how the Level 1 Consumer information will be presented on the Provider UTA [[Universal Tracking Application – Registration Page Feature|configuration page to allow web registrations]].* '''UTA Consumer Level 2 List View from Consumer - Create and manage list view for UTA consumer level 2BI Dashboard''' - configure the list view See [[BI Dashboard]] for how the Level 2 Consumer more information will be presented on the Provider UTA .
==See Also==