Changes

These options determine the statuses and level 1 templates that will be pre-selected in the Search panel when the user accesses the UTA Level one list view for the first time. This ensures that users are immediately presented with information after accessing the List view, rather than having to manually select Statuses and Template types and run the search.

In the example above when the user first accesses the GMS360° - Donations Management UTA the Search Panel will have the Pledged, Received, Distributed and Confirmed statuses pre-selected, while the Donor Advised Donation, Thematic Donation and One-time Donation templates will be selected.