Changes

Jump to: navigation, search

UTA Settings - General

268 bytes removed, 14:32, 17 July 2014
no edit summary
* '''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.''' - Enabling this will turn the UTA into an [[Aggregation UTA]], allowing the definition of the association between equivalent fields in each UTA. * '''Auto Assignment Settings Enable Grant Creation on Organization Profile - Settings for people assignment at different levels''' - Hyperlink appears when ''Allows you to create a new grant from the organization under their profile'Enable Auto Assignment''' is checked. Used to define rules for automatically assigning contacts to Level 1 and Level 2 entities (see [[Auto Assignments|Auto Assignments]] for further details).
* '''Web Service Settings - Enable and manage Web service (SOAP) for grants''' - 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 Services]] for additional information.
<BR><BR>
526
edits

Navigation menu