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UTA Settings - General

1,294 bytes added, 13:21, 12 April 2023
Application Settings
==Terminology Settings==
[[Image:terminology_settingsUTA - General 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.
* '''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 Group Tabs''' - Use this application as to group menu's for invoicing, transactions related tabs into a repository for all other UTAsgeneric menu item at the top menu bar.* '''Enable File Search''' - Enabling this will turn Turns on File Search Feature. A '''Search Files''' tab appears on the UTA into an [[Aggregation UTA]], allowing menu bar.* '''Enable Grant Creation on Organization Profile''' - Allows users in selected roles to create a new grant from the definition organization automatically attaching them.* '''Enable Grant Tab on Organization Profile''' - Displays list of grants associated with the association between equivalent fields in each UTAorganization under their profile.* '''Enable Grant Tab on Contact Profile''' - Displays list of grants associated with the contact under their profile.* '''Disable Organization Menu Tab''' - The '''Organizations''' tab will be removed from the menu bar. * '''Auto Assignment Settings Disable Contact Menu Tab''' - Settings for people assignment at different levelsThe '''Contacts''' tab will be removed from the menu bar.* '''Disable Report Menu Tab''' - Hyperlink appears when The '''Enable Auto AssignmentReports''' is checkedtab will be removed from the menu bar. Used * '''Registration Pages''' - Takes you to define rules for automatically assigning contacts to Level 1 and Level 2 entities (see the [[Auto AssignmentsUniversal Tracking Application – Registration Page Feature|Auto Assignmentsconfiguration page to allow web registrations]] for further details). * '''Web Service Settings - Enable and manage Web service (SOAP) for grantsBI Dashboard''' - allows the posting of data to another system, outside of SmartSimple, and the storing of results into a custom field on the object against which the Workflow was triggered. See [[Web Services Overview|Web ServicesBI Dashboard]] for additional more information. <BR><BR>
==See Also==
Smartstaff, administrator
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