Difference between revisions of "Category:Universal Tracking Application"

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This category contains articles related to the Universal Tracking Application, or UTA.
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This category contains articles related to the Universal Tracking Application™, or UTA.
The UTA is a highly customizable [[Application|application]]]] within the [[SmartSimple]] framework used by organisations to create unique [[Applications|applications]] to meet their specific tracking needs. Training related articles are listed in sequential order below:
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The UTA is a highly customizable [[Application|application]] within the [[SmartSimple]] framework used by organisations to create unique [[Applications|applications]] to meet their specific tracking needs.
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[[File:UTA-Full.png|thumb|none|800px|The Universal Tracking Application (UTA)]]
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[[File:UTA-Simple-grants.png|thumb|none|800px|A simplified view of a Universal Tracking Application (UTA) from a grants management perspective.]]
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Training related articles are listed in sequential order below:
  
 
* [[Getting Started with the Universal Tracking Application]]
 
* [[Getting Started with the Universal Tracking Application]]
 
* [[Entity and Instance]]
 
* [[Entity and Instance]]
 
* [[Creating a Universal Tracking Application]]
 
* [[Creating a Universal Tracking Application]]
* [[Level 1 and 2 Entity Settings]]
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* [[Level 1 and Level 2 Entity Settings]]
* [[Account Assignment Role Settings]]
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* [[Relating Contacts and Accounts to the Universal Tracking Application]]
 
* [[Terminology Settings]]
 
* [[Terminology Settings]]
 
* [[Adding Standard and Custom Fields to Level 1]]
 
* [[Adding Standard and Custom Fields to Level 1]]
* [[Level 1 Standard Field Features]]
 
 
* [[Standard Level 1 Field List]]
 
* [[Standard Level 1 Field List]]
* [[Custom Fields UTA Status Permissions]]
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* [[UTA Standard Field Settings]]
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* [[Status Field Permissions]]
 
* [[Statuses]]
 
* [[Statuses]]
 
* [[Level 1 Templates]]
 
* [[Level 1 Templates]]
 
* [[Search Panel Options]]
 
* [[Search Panel Options]]
 
* [[Level 1 List View]]
 
* [[Level 1 List View]]
* [[Setting the Level 1 Field Order]]
 
 
* [[Determining the Application Tabs Displayed to the User]]
 
* [[Determining the Application Tabs Displayed to the User]]
 
* [[Determining the Level 1 Tabs Displayed to the User]]
 
* [[Determining the Level 1 Tabs Displayed to the User]]
* [[Accessing Level 1 from other Screens]]
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* [[Accessing Level 1 from Other Screens]]
* [[Working with Level 2 Activities]]
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* [[Working with Level 2 Activities]]
 
* [[Configuring the Level 2 Entity]]
 
* [[Configuring the Level 2 Entity]]
* [[Creating_the_Level_2_Types Creating Level 2 Types]]
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* [[Level 2 Types]]
* [[Adding Custom Fields to the Level 2 Entity]]
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* [[Types]]
* [[Restricting Level 2 Types to Specific Level 1 Templates]]'''
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* [[Restricting Level 2 Types to Specific Level 1 Templates]]
* [[Defining the Level 2 List View]]
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* [[Activating Level 3]]
* [[Setting the Level 2 List Field Order]]
 
* [[Adding Level 2 Items]]
 
* [[Working with Level 3 Sub-Activities]]
 
* [[Activating_Level_3 Activating Level 3]]
 
 
* [[Setting Standard Fields for Level 3]]
 
* [[Setting Standard Fields for Level 3]]
* [[Setting the Level 3 List View]]
 
 
* [[Calculating Information between Levels]]
 
* [[Calculating Information between Levels]]
* [[Relating Contacts and Accounts to the Universal Tracking Application]]
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* [[Enabling the Security Matrix]]
* [[Enabling_the_Security_Matrix Enabling the Security Matrix]]
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* [[Reader Logs]]
* [[Enabling_Viewer_Logs Enabling Viewer Logs]]
 
 
* [[Benefits of a Shadow Application]]
 
* [[Benefits of a Shadow Application]]
 
* [[Creating and Enabling a Shadow Application]]
 
* [[Creating and Enabling a Shadow Application]]
* [[Setting Manager Permission to a Shadow Application]]
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* [[Setting Manager Permission to the Shadow Application]]
 
* [[Configuring Templates and Statuses in a Shadow Application]]
 
* [[Configuring Templates and Statuses in a Shadow Application]]
 
* [[Security Matrix and the Shadow Applications]]
 
* [[Security Matrix and the Shadow Applications]]
 
* [[Integrating Email with the UTA]]
 
* [[Integrating Email with the UTA]]
* [[Methods of Exchanging Information between Instances]]
 
* [[Using SmartSimple.org]]
 
 
* [[Exporting Companies and Contacts]]
 
* [[Exporting Companies and Contacts]]
* [[Configuring a Receiving Instance]]
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* [[:Category:Data Exchange|UTA Data Exchange]]
* [[Receiving from Settings]]
 
* [[Sending and Receiving a Package]]
 
* [[Notes on Unpacking]]
 
  
 
[[Category:Applications| Universal Tracking Application]]
 
[[Category:Applications| Universal Tracking Application]]

Latest revision as of 14:40, 17 April 2023

This category contains articles related to the Universal Tracking Application™, or UTA. The UTA is a highly customizable application within the SmartSimple framework used by organisations to create unique applications to meet their specific tracking needs.

The Universal Tracking Application (UTA)
A simplified view of a Universal Tracking Application (UTA) from a grants management perspective.

Training related articles are listed in sequential order below:

Subcategories

This category has the following 2 subcategories, out of 2 total.

U

Pages in category ‘Universal Tracking Application’

The following 135 pages are in this category, out of 135 total.