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The terminology settings control the labels that you wish to associate with Level 1, 2, and 3 items. Once these items are set the [[Application|application]], including the configuration page, will be relabeled.==Terminology Settings==
[[Image:Uta27.png]]
The application settings page is in addition to the configuration settings page that you previously used to create the application.
You can move easily between the '''Settings''' page and the '''Configuration''' page.
1{| cellpadding="5" style="background-color:#F0F0F0;border-style: solid; border-width: 2px"| [[Image:Previous. Click png|link=Relating Contacts and Accounts to the Universal Tracking Application]] [[Relating Contacts and Accounts to the '''Universal Tracking Application Configuration''' ]]| | [[Adding Standard and Custom Fields to Level 1]] [[Image:Next.png|link.=Adding Standard and Custom Fields to Level 1]] |}
The Application Configuration page is displayed.
[[Image:Uta28.png]]
2. Click the '''View Settings''' tab.
The Application Settings page is re-displayed.
The major difference between the two pages is the level of configuration possible.
* You cannot define the levels required or the terminology on the '''Settings''' page.
* You cannot define standard fields on the '''Settings''' page.
* You cannot define the templates or statuses on the '''Configuration''' page.
* You cannot define list views for data on the '''Configuration''' page.
* [[Custom Field|Custom fields]] can be defined from either page.
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The terminology settings control the labels that you wish to associate with {{l1}}, {{l2}} and {{l3}} items. Once these items are set, the [[Application|application]], including the configuration page, will be relabeled. [[Image:Uta18TerminologySettingsBlank.png|link=|600px]] ==Terminology Settings==
1. Set the terminology as shown below:
[[Image:Uta19GeneralSettingsPage-TerminologySettings.png|link=|600px]]
2. Click any of the '''Save''' buttons.
3. Review the '''Configuration''' page.
All references to Level 1 have been replaced with '''ContractGrant''', and Level 2 references with '''Activity'''.
==Field Settings==
The field settings control the display of fields in two areas:
* The fields from the [[Application|application]] that should be displayed in the [[WorkflowsWorkflow|Workflow]] List ([[Communications]], Workflow requests [[Menu|menu]]). This feature is only relevant if you attach a workflow to your [[Application|application]].
* The fields from the activity (Level 2) that should be displayed on the contact’s calendar from the activity. This feature is only applicable if you enable the “Enable Activity on Contact Calendar” check box in the '''Account & Contact''' settings.
[[Image:Uta20.png]]
==Setting Application Permissions==
* '''My Activities''' – This tab will list '''Level 2 activities''' where the current [[User|user]] is assigned. If you have not enabled Level 2 activities, this tab will not be displayed.
* '''Accounts''' – This tab lists all accounts in the current copy of [[SmartSimple]] (subject to permissions that have been previously established). This tab can be suppressed.
* '''AccountsContacts''' – This tab lists all accounts contacts in the current copy of [[SmartSimple]] (subject to permissions that have been previously established). This tab can also be suppressed.
* '''Contracts''' – This tab will display contracts (Level 1 item) and provide ability to create new contracts. Contracts can also be created directly from the account window as you enabled the '''New Contract''' on the '''New''', '''Account''' [[Menu|menu]].
* '''Activities''' – Display all activities (Level 2 items) across all contracts. If you have not enabled Level 2 activities, this tab will not be displayed.
* '''Reports''' – Access to the reporting features of [[SmartSimple]].
The current view is the standard view a [[User|user]] would see when accessing your application. The '''Settings''' tab, normally used to manage an application, is not displayed.
==Setting UTA Manager Permissions==
2. Click the [[Manager Permissions]] link.
[[Image:Uta24ManagerPermissions.png|link=]]
The UTA application permissions are displayed at the bottom of the permissions liston hte [[Manager Permissions - UTA Permissions|UTA Permissions page]]. As with all other manager permissions within the system, each permission is associated with a specific [[Role|roleroles]].
[[Image:Uta25.png]]
6. Click the '''Settings''' tab.
The [[Application:Category:UTA Settings|Settings Page]] settings are is now displayed. :{{UTASettingsTabs}}
==Configuration verses Settings PagesSee Also==*[[Organization Terminology]] (for changing terminology for contacts/organizations throughout your copy of SmartSimple)
[[Category:Universal Tracking Application]][[Category:Applications]]
