Category:Universal Tracking Application

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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

Subcategories

There are 2 subcategories to this category.

C

• Custom Fields

O

• Object Synchronization Feature

Articles in category "Universal Tracking Application"

There are 113 articles in this category.

A Accessing Level 1 from Other Screens Activating Level 3 Activating the Object Sync Feature Adding Standard and Custom Fields to Level 1 Advanced Logic Application Scope Access Attaching Single File, Image and Multi Files to Email Attaching Transactions to a UTA Level 1 Record Auto Assignments B Batch Update Benefits of a Shadow Application C Calculating Information between Levels Calendar Fields Cascading Status Changes Changing the Default End Date Common reasons your workflow messages aren't arriving Configuring Fields to Export Configuring Templates and Statuses in a Shadow Application Configuring UTA Provider/Receiver (Consumer) Relationships Configuring a Receiving Instance Configuring the Level 2 Entity Controlling the Submit Button within a UTA Level 1 Template Converting Fields To Contacts Creating a Universal Tracking Application Creating and Enabling a Shadow Application D Data Exchange - Force Imported Status Data Exchange - Sync People and Companies Determining the Application Tabs Displayed to the User Determining the Level 1 Tabs Displayed to the User Disable Default Date Display Level 3 Items Under Contact Profile E Email Templates using Level 1 values Enabling Workflows in the UTA Enabling the ObjectSync Log Viewing Feature Enabling the Security Matrix Entity and Instance Exporting Companies and Contacts

F From Email Address for Level 2 Reminders and Follow-Ups G Getting Started with the Universal Tracking Application I I am getting a host parameter is null message Inherit Status Locking Installation of SmartSimple XML Editor Integrating Email with the UTA Internal Branch Filter Invoice Module Variables Invoice UTA L Level 1 Entity Level 1 Templates Level 1 and Level 2 Entity Settings Level 2 Assignment / Update of Fields Level 2 Entity Level 2 Types Level 3 Entity Level 3 List Displays as Tabs in Level 2 Level 3 Types List View N Notes on Unpacking O ObjectSync Open Level 2 Activity in New Window R Read Only - Standard Fields Reader Log Receiving from Settings Record Lock Referencing a Level 2 UTA Field on an Email Template Relating Contacts and Accounts to the Universal Tracking Application Restrict Level One Lookup Using Application Scope Access Restricting Level 2 Types to Specific Level 1 Templates S Search Panel Options Security Matrix and the Shadow Applications Select Level 2 for Export Sending a Contact Record Sending and Receiving a Package Setting Manager Permission to the Shadow Application Setting Sending to Settings Setting Standard Fields for Level 3

S cont. Setting the Receiving Instance Settings Setting the Registered User Roles and Generating an Encryption Key Shadow Application Sharing Encryption Keys Skills Matching Template SmartFileRetriever SmartSimple Network Exchange SmartSimple XML Editor Standard Level 1 Field List Status Status Field Permissions Steps Required to Synchronize Companies and Contacts Submit Logic T Tabs (Disambiguation) Template / Type Formula Template Page Variables Terminology Settings Tracking Reminders - UTA Types U UTA Account Filters UTA Calendar Template UTA Data Exchange UTA Level One (Standard) Company Lookup Category Settings UTA Level One Owner Available in Routing UTA Peers Combo - Level 3 UTA Peers Combo Box UTA Provider Reports Table UTA Roles for Field Access instead of System Roles UTA Standard Field Settings UTA Workflows and the Password Variables Universal Tracking Application Universal Tracking Application Enhancements November 2008 Universal Tracking Application – Registration Page Feature Using Sync.SmartSimple.org W Why am I getting an Error 3, Empty page? Why can't I upload my Word Merge document? Workflow Trigger - UTA Working with Level 2 – Activities