Category:Universal Tracking Application

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This category contains articles related to the Universal Tracking Application. 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 2 Entity Settings
• Account Assignment Role Settings
• Terminology Settings
• Adding Standard and Custom Fields to Level 1
• Level 1 Standard Field Features
• Standard Level 1 Field List
• Custom Fields UTA Status Permissions
• Creating Level 1 Statuses
• Level 1 Templates
• Search Panel Options
• Level 1 List View
• Setting the Level 1 Field Order
• 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
• Creating Level 2 Types
• Defining Level 2 Status
• Adding Custom Fields to the Level 2 Entity
• Restricting Level 2 Types to Specific Level 1 Templates
• Defining the Level 2 List View
• Setting the Level 2 List Field Order
• Adding Level 2 Items
• Working with Level 3 Sub-Activities
• Activating Level 3
• Setting Standard Fields for Level 3
• Setting the Level 3 List View
• Calculating Information between Levels
• Relating Contacts to the Universal Tracking Application
• Enabling the Security Matrix
• Enabling Viewer Logs
• Benefits of a Shadow Application
• Creating and Enabling a Shadow Application
• Setting Manager Permission to a 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 SmartSimple.org
• Exporting Companies and Contacts
• Configuring a Receiving Instance
• Receiving from Settings
• Sending and Receiving a Package
• Notes on Unpacking

Articles in category "Universal Tracking Application"

There are 86 articles in this category.

A Accessing Level 1 from Other Screens Account Assignment Role Settings Activating Level 3 Activating the Object Sync Feature Adding Custom Fields to the Level 2 Entity Adding Level 2 Items Adding Standard and Custom Fields to Level 1 Advance Logic Application Scope Permissions B Benefits of a Shadow Application C Calculating Information between Levels 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 a Receiving Instance Configuring the Level 2 Entity Creating Level 1 Statuses Creating a Universal Tracking Application Creating and Enabling a Shadow Application Creating the Level 2 Types Custom Fields UTA Status Permissions D Data Exchange - Sync People and Companies Define the Level 2 list view Defining Level 2 Status Determining the Application Tabs Displayed to the User Determining the Level 1 Tabs Displayed to the User

E Enabling Viewer Logs 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 Inherit Status Locking Integrating Email with the UTA Invoice UTA L Level 1 Entity Level 1 List View Level 1 Standard Field Features Level 1 Templates Level 1 and Level 2 Entity Settings Level 2 Assignment / Update of Fields Level 2 Entity Level 3 Entity M Methods of Exchanging Information between Instances N Notes on Unpacking O ObjectSync Open Level 2 Activity in New Window R Read Only - Standard Fields Receiving from Settings Relating Contacts to the Universal Tracking Application Restrict Level One Lookup Using Scope Access Settings Restricting Level 2 Types to Specific Level 1 Templates S Save as Draft, Submit Button Search Panel Options

S cont. 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 Setting the Level 1 Field Order Setting the Level 2 List Field Order Setting the Level 3 List View Setting the Receiving Instance Settings Setting the Registered User Roles and Generating an Encryption Key Shadow Application and Application Scope Access, Security Matrix Sharing Encryption Keys SmartSimple Network Exchange Standard Fields available on Template Page Standard Level 1 Field List Steps Required to Synchronize Companies and Contacts Submit Logic T Terminology Settings U UTA Level One (Standard) Company Lookup Category Settings UTA Peers Combo Box UTA Roles for Field Access instead of System Roles UTA Save Buttons Universal Tracking Application Universal Tracking Application – Registration Feature Using Sync.SmartSimple.org W Working with Level 2 – Activities Working with Level 3 – Sub-Activities