Category:Universal Tracking Application
From SmartWiki
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. Training related articles are listed in sequential order below:
- Getting Started with the Universal Tracking Application
- Entity and Instance
- Creating a Universal Tracking Application
- Level 1 and Level 2 Entity Settings
- Relating Contacts and Accounts to the Universal Tracking Application
- Terminology Settings
- Adding Standard and Custom Fields to Level 1
- Standard Level 1 Field List
- UTA Standard Field Settings
- Status Field Permissions
- Statuses
- Level 1 Templates
- Search Panel Options
- Level 1 List View
- Determining the Application Tabs Displayed to the User
- Determining the Level 1 Tabs Displayed to the User
- Accessing Level 1 from Other Screens
- Working with Level 2 – Activities
- Configuring the Level 2 Entity
- Level 2 Types
- Types
- Restricting Level 2 Types to Specific Level 1 Templates
- Activating Level 3
- Setting Standard Fields for Level 3
- Calculating Information between Levels
- Enabling the Security Matrix
- Reader Logs
- Benefits of a Shadow Application
- Creating and Enabling a Shadow Application
- Setting Manager Permission to the Shadow Application
- Configuring Templates and Statuses in a Shadow Application
- Security Matrix and the Shadow Applications
- Integrating Email with the UTA
- Methods of Exchanging Information between Instances
- Using Sync.SmartSimple.org
- Exporting Companies and Contacts
- Configuring a Receiving Instance
- Receiving from Settings
- Sending and Receiving a Package
- Notes on Unpacking
