Universal Tracking Application

Overview

The Universal Tracking Application™ (UTA) is SmartSimple's flexible information management framework. A single UTA can be configured for grants management, case management, helpdesk ticketing, contract tracking, program management, and more. The UTA Settings page is where all application-level configuration lives, organized across a set of tabs.

To access UTA Settings, navigate to System Administration → Tracking Applications and open an existing application or click New Application.

General Tab

Establishes the foundational configuration: application names, enabled features, and global behavior settings.

Terminology Settings

Sets the naming conventions used throughout the UTA in both admin and user interfaces. Changing these labels updates all related UI text across the platform.

• Application ID – Read-only system identifier for this UTA.
• Application Name – Internal name used in system administration screens.
• Application Caption – Display name shown in the navigation menu and title bar.
• Description – A short description of the application's purpose.
• Tracking Object Label / Plural Label – Singular and plural names for Level 1 records (e.g., "Grant" / "Grants", "Case" / "Cases", "Ticket" / "Tickets"). These drive the Level 1 tab name and all related UI labels.
• Form / Forms – Singular and plural labels for forms within the application.

Features and Extensions

Enable optional UTA modules. Enabling a feature typically reveals additional configuration options or new settings tabs.

• Enable Tracking Activity – Activates Level 2 (Activity) entities. When enabled, provide an Activity Label and Activity Plural Label; the Level 2 settings tab becomes available.
• Enable Tracking Sub-Activity – Activates Level 3 Sub-Activity entities nested under Level 2. Requires Level 2 to be enabled first. Requires a Sub-Activity Label and Sub-Activity Plural Label; adds the Level 3 Activity settings tab.
• Enable Invoicing – Enables invoicing capabilities and adds the Invoice tab. Mutually exclusive with Enable Professional Services.
• Enable Professional Services – Activates time and expense tracking and adds the Time and Expense tab. Mutually exclusive with Enable Invoicing.
• Enable File Search – Allows centralized search for files uploaded within this UTA.
• Enable Quick Load for List Views – Increases list view load speed by deactivating sort functions and total record counts by default.
• Enable Auto Assignment – Enables automatic assignment of contacts to Level 1 and Level 2 records. Reveals an Auto Assignments configuration link.
• Enable Attribute Matching – Activates Contact Skill/Attribute Matching features. Reveals Attributes, Measures, and Attribute Label / Plural Label fields.
• Enable Resource – Enables resource management within the UTA.
• Disable External Record Menu Tab – Hides the External Record (organization) tab from the UTA navigation.
• Disable Contact Menu Tab – Hides the Contacts tab from the UTA navigation.
• Disable Report Menu Tab – Hides the Reports tab from the UTA navigation.

Additional Links (Features and Extensions)

• BI Dashboards – Add pre-configured business intelligence dashboards to this application.
• Application Model View – Graphical representation of the UTA's configurations and relationships.
• Payment Schedule Settings – Configure payment schedule behavior.
• Report Schedule Settings – Configure automated report scheduling.
• P3 Script Editor – Create and manage server-side JavaScript functions linked to the SmartSimple Cloud Object Model.
• Configuration Import – Import UTA configurations (fields, types, statuses) from another environment.

Interface Options

• Summary and List View Options – Configure summary panel and list view display options for this UTA.

+AI

• Enable +AI Application Analysis – Activates AI-powered evaluation for records in this UTA. (SmartSimple-managed environments only.)
• Application Analysis – Edit the criteria used for AI-powered record evaluation.

Delete Tracking Application

Permanently deletes this UTA and all associated configuration. This action cannot be undone.

Level 1 Tab

Defines the configuration of the UTA's primary entity — the item being tracked. Available after the application has been saved at least once. The tab label in the UI reflects your Terminology Settings.

General Settings

• Standard Fields – Enable and configure built-in system fields for Level 1 records (e.g., Title, Start Date, End Date, Owner).
• Custom Fields – Create and manage custom fields specific to Level 1 records.
• Types – Define record types to differentiate workflows, templates, and behaviors within Level 1.
• Statuses – Define the lifecycle statuses Level 1 records can move through. Statuses drive workflow, field visibility, and role access.
• Dynamic Field Visibility Controls – Configure rules to show or hide fields based on record state, type, or field values.
• Submit and Save Buttons – Configure labels, behaviors, and status transitions for submit and save buttons on Level 1 forms.
• SmartCheck Validation – Attach validation rules to submit buttons to enforce data quality requirements before a status change is allowed.
• P3 Script Editor – Create server-side JavaScript functions for Level 1 records.
• Work with +AI – Configure +AI interactive mode for Level 1 records.
• +AI Assistant – Configure the +AI Assistant experience for Level 1 records.

List View Settings

• List Views – Configure columns, sort order, and role-based visibility for Level 1 list views.
• Search Filters – Manage system-level filters available on the Level 1 list view.
• Enable Level 1 List View on External Record Profile – Displays associated Level 1 records on an organization's profile page. Filter options: No Filter or Organization.
• Enable Level 1 List View on Contact Profile – Displays associated Level 1 records on a contact's profile. Filter options: No Filter, Owner, Person, or Contacts.
• Workflow Outstanding Tasks List View – Select which custom field to display in the workflow outstanding tasks list view.

Tools

• Process Flow Summary – Graphical representation of the Level 1 status workflow.
• Form Preview – Preview the Level 1 form as seen by a specified role, type, status, and SmartVersioning version.
• Level 1 Import Wizard – Bulk-import Level 1 records from a file.
• Level 1 Import Templates – Create and manage import file templates for Level 1 data.
• Invitation Import Wizard – Bulk-import invitations linked to Level 1 records.
• Deleted Level 1 Records – View and restore recently deleted Level 1 records.

Archive Settings

• Archive Status – Configure which status triggers automatic archiving and what status restored records return to.
• Archived Level 1 Records – View and restore archived records.

Features and Options

• SmartVersioning – Configure field versioning to attach UTA custom fields to specific form versions.
• Invitation Templates – Configure email invitation templates for Level 1 records.
• Form Completion Indicator Permissions – Configure which type/status combinations display a form completion progress indicator.
• Copy Options / Copy Profiles – Select which custom fields are included when a Level 1 record is copied, and create named copy profiles.
• Duplicate Checks – Define field combinations that trigger duplicate detection warnings on record creation.
• Impact Calculations – Configure formula-based impact measure calculations for Level 1 records.
• Impact Quadrants / Impact Maps – Configure quadrant charts and maps that visualize impact measurement data.
• Enable Level 1 Creation on External Record Profile – Allows users to create a Level 1 record directly from an organization's profile, automatically linking it.
• Enable Reader Log – Tracks which users have viewed a specific Level 1 record and when.
• Enable Quick Entry – Enables a streamlined data entry mode.
• Disable Default Date – Prevents auto-population of date fields on new records.
• Disable Import – Hides the Level 1 import option from end users.
• Enable Scoring Feature Set on Input Type Custom Fields – Enables scoring configuration on input-type custom fields.
• Current Version – Shows the active SmartVersioning version; allows switching between defined versions.
• Default Duration – Set a default record duration in Years, Months, or Days.
• Formula – Enter template formulas (using SmartSimple formula syntax) that automatically calculate or populate field values on Level 1 records.
• Delete Redirect Template – Specify where users are redirected after a Level 1 record is deleted.

External Record Association Settings

• External Record Roles – Define the roles organizations can hold on a Level 1 record (e.g., Applicant, Partner, Funder).
• External Record List Views – Configure how associated organizations are displayed on Level 1 records.
• External Record Tabs – Create tabbed views for external record associations on Level 1 records.
• External Record Restrictions – Restrict which organizations can be associated, based on defined criteria.

Contact Association Settings

• Standard Fields – Configure visibility and terminology for standard contact association fields.
• Custom Fields – Create custom fields for the contact-to-Level-1 association record.
• Statuses – Define statuses for contact associations (e.g., Active, Inactive, Pending).
• Quick Assignment Types – Configure types for quickly assigning contacts to Level 1 records.
• Contact List Views / Contact Tabs – Configure how associated contacts are displayed on Level 1 records.
• Contact Restrictions – Restrict which contacts can be associated with Level 1 records.
• Contacts Import Wizard – Associate a list of existing contacts to Level 1 records in bulk.

Email Activity Settings

Configure how inbound emails addressed to a Level 1 record are handled:

• Object Email Address – The email address assigned to this Level 1 object for inbound email capture.
• Default Level 1 Type – Type assigned to Level 1 records created from inbound email.
• Received Status – Status assigned when a Level 1 record is created from inbound email.
• Attachments Field – Specifies which custom field stores email attachments.
• From Address Field – Maps the sender's email address to a custom field.
• Message ID Field – Maps the email message ID to a custom field for threading purposes.

Level 2 Tab

Configures Activity entities nested beneath Level 1 records. Available only when Enable Tracking Activity is checked on the General tab. The tab label reflects your Terminology Settings.

General Settings

Mirrors the Level 1 General Settings in structure: Standard Fields, Custom Fields, Types, Statuses, Dynamic Field Visibility Controls, Submit and Save Buttons, SmartCheck Validation, P3 Script Editor, and +AI configuration — all scoped to Level 2 records.

List View Settings

• List Views / Search Filters – Configure role-based list view columns, sorting, and filters for Level 2 records.
• Other Type Tab Label – Sets the label for the catch-all type tab in the Level 2 list view.
• Enable Level 2 List View on External Record Profile – Displays associated Level 2 records on the organization's profile. Filter options: No Filter, External Record of Owner, External Record of Approved By, or Company List.
• Enable Level 2 List View on Contact Profile – Displays associated Level 2 records on a contact's profile. Filter options: No Filter, Owner, Approved By, Level 1 Owner, or Level 1 Person.
• Disable My Level 2 Menu Tab – Hides the "My Activities" shortcut tab from the UTA navigation.

Tools

Process Flow Summary, Form Preview, Level 2 Import Wizard, Level 2 Import Templates, and Deleted Level 2 Records — same function as their Level 1 equivalents.

Features and Options

• SmartVersioning / Form Completion Indicator Permissions / Copy Options / Copy Profiles – Same function as Level 1 equivalents, scoped to Level 2.
• Geocode Field Mapping – Map Level 2 custom fields as address fields for geocoding purposes.
• Amortization Schedule Mapping – Map fields for amortization schedule functionality.
• Payment Schedule Mapping – Map fields for payment schedule functionality.
• Consolidations – Configure settings to consolidate Level 3 Activities from existing Level 2 records into a new Level 2 record.
• Impact Maps – Configure Impact Maps for Level 2 records.
• Enable Level 2 Creation on Contact Profile – Allows users to create a Level 2 record from a contact profile, automatically linking the contact.
• Enable Reader Log – Tracks record views at the Level 2 level.
• Use Current Time for Activities – Automatically sets the time field to the current time when a Level 2 record is created.
• Disable Default Date / Enable Scoring Feature Set – Same function as Level 1 equivalents, scoped to Level 2.
• Formula / Delete Redirect Template – Formula expressions and redirect configuration for Level 2 records.

External Record Association Settings

• Enable External Record Association for Level 2 – Allows organizations to be associated directly with Level 2 records (independent of the Level 1 association).
• External Record Roles / List Views / Restrictions – Configure organization roles, display views, and restrictions at the Level 2 level.
• Company List Import Wizard – Associate a list of existing companies to Level 2 records in bulk.

Contact Association Settings

• Enable Contact Association for Level 2 – Allows contacts to be associated directly with Level 2 records.
• Standard Fields / Custom Fields / Statuses / Quick Assignment Types / Contact List Views / Contact Restrictions – Same structure as Level 1 contact association settings, scoped to Level 2.
• Restrict Contact Assignments to Level 1 Contacts – Limits Level 2 contact association to only those contacts already associated with the parent Level 1 record.

Activity Scheduling Settings

• Activity Scheduler – Create multiple Level 2 records in bulk using a scheduling interface.
• Disable Recurring Button – Hides the recurring activity creation button.
• Enable Calendar – Adds a calendar view to the Level 1 record displaying all associated Level 2 records.
• Enable Activity on Contact Calendar – Displays Level 2 records on the personal calendars of associated contacts.
• Calendar Activity Color Code Source – Sets whether calendar event color is driven by Status or Type.
• Calendar Activity Preview Template – Defines which fields appear in the calendar event preview popup.
• Enable Time Conflict Alerts – Warns if a contact is already associated with another Level 2 record at the same time.

Email Activity Settings

• Default Level 2 Type / Sent Status / Received Status – Type and status assignments for email-triggered Level 2 records.
• Display Field – The field used as the subject/display value when a Level 2 record is created from email.
• Attachments Field / From Address Field – Custom field mappings for email content at the Level 2 level.

Quick Entry Settings

• Quick Entries – Select which custom fields appear on the quick-entry form for Level 2 records.
• Reference Number Field – Designates a custom field as the auto-incrementing reference number for Level 2 records.
• Current Reference Number – Displays and allows reset of the current reference number counter.

Level 3 Activity Tab

Configures the third tier of UTA entities, nested beneath Level 2 records. Available only when both Enable Tracking Activity and Enable Tracking Sub-Activity are enabled on the General tab.

This tab mirrors the Level 2 tab in structure. The following items are unique to Level 3:

List View Settings (Level 3-specific)

• Enable Level 3 Activity List View on Contact Profile – Filter options: No Filter, Owner, Contact Person, Level 1 Owner, or Level 1 Person.
• Disable Level 3 Activities Menu Tab – Hides the Level 3 Activity shortcut tab from UTA navigation.

Features and Options (Level 3-specific)

• Invitation Templates – Configure invitation email templates for Level 3 Activity records.
• Enable Record Lock – Prevents concurrent editing of Level 3 Activity records.
• Batch Approve Button Label – Customizes the label for the batch approval button.
• Batch Approve Level 3 Activity To – Defines the target status when batch approval is triggered.

External Record and Contact Association Settings (Level 3-specific)

• Use Multiple External Record Association List for Level 3 Activity – Enables association of multiple organization records to a single Level 3 Activity record.
• Use Multiple Contact Association List for Level 3 Activity – Enables multiple contact association lists at the Level 3 level.

Email Activity Settings (Level 3-specific)

• Default Level 3 Activity Type / Send Status / Receive Status – Type and status assignments for email-triggered Level 3 Activity records.
• Message ID Field – Maps the email message ID for threading.
• Run Formulas on Email Activity Creation – Executes Level 2 formulas when a Level 3 Activity is created from inbound email.

Security Tab

Configures access control for the entire UTA — application visibility, administrator access, and advanced role-based security at the record and field level.

Security Settings

• Enable Security Matrix – Activates advanced access control, enabling granular control over how different roles interact with Level 1, Level 2, and Level 3 records. Opens the Security Matrix configuration interface.
• Use Association Roles for Activity and Level 3 Activity (Security Matrix) – When the Security Matrix is enabled, uses a contact's association role (rather than their system role) to determine record access at Level 2 and Level 3.
• Use Activity Contact/Company Association for Security Matrix – Evaluates the contact or company associated directly with the Level 2 record, rather than inheriting from the Level 1 association.
• Use Level 3 Activity Contact/Company Association for Security Matrix – Same as above, applied at the Level 3 level.
• Enable Association Role Field Access – Uses association roles (rather than system roles) to determine field-level access.
• Enable Contact Association Filter – Controls which associated contacts are visible to a user based on their association role. Reveals a Contact Association Filters configuration link.
• Enable External Record Association Filter – Controls which associated organizations are visible. Reveals an External Record Association Filters configuration link.
• Enable Email Role Restriction – Restricts who a user can email within the UTA based on their role. Reveals an Email Restriction configuration link.
• Disable "Roles That Can Set Status" Restriction – Allows workflows or submit buttons to bypass status security settings. Use with caution.
• Feature and Function Permissions – Configure visibility and access for specific UTA features (e.g., copy, delete, import buttons) by role.
• Field Permission Matrix – Configure read/write/hidden access to custom fields per role and per status combination.
• Inherit Level 1 Status Lock – Whether Level 2 and/or Level 3 records inherit the status lock from their parent Level 1 record. Options: Disabled, Level 2 Only, Level 2 and Level 3.

Role Permissions

Multi-select role pickers that grant specific capabilities to chosen system roles:

• Application Access – Roles that can see and use this UTA. If a role is not listed here, the application will not appear in their navigation menu.
• Administrator Access – Roles with administrative configuration access within this UTA.
• Override Type Branch Restriction – Roles that can bypass type-branch restrictions when navigating records.
• Edit Timesheet Rate – Roles that can edit billing rates on timesheet entries (visible when Professional Services is enabled).
• View Timesheet Rate – Roles that can view billing rate information on timesheets.
• Anonymize Record Lock Owner – Roles for which the identity of the record lock holder is hidden from other users.
• Override Record Lock – Roles that can force-unlock records currently locked by another user.
• Level 1 Creation on External Record Profile Access – Roles that can create Level 1 records from the External Record profile (when that feature is enabled on the Level 1 tab).

Connectivity Tab

Controls how this UTA shares and receives data from other UTAs and SmartSimple instances.

Connection Settings

UTA Connection as Provider

When Enable UTA Connection as Provider is checked, Level 1 and Level 2 records in this UTA can be linked to records in other UTAs as a parent (provider). This reveals:

• Level 1 Connections / Level 2 Connections – Configure which records in this UTA are available as providers, based on status and type criteria.
• Consumer Creation Buttons – Create buttons on the provider record's list view that allow users to create consumer records in a linked UTA.
• Association Based Consumer Creation Buttons – Consumer creation buttons that pre-populate fields based on the provider's existing contact or organization associations.
• Consumer Creation Formulas – Define formulas executed when a consumer record is created via a consumer creation button.
• Assignment Module – Configure assignment grids, reminders, and declaration buttons for managing provider-consumer assignments.
• Activity Consolidation – Configure settings for consolidating Level 3 Activities into new Level 2 records.
• Consumer List Views – Configure how records from consumer UTAs are displayed on this UTA's records (Level 1 and Level 2 perspectives, for each linked consumer UTA).

UTA Connection as Consumer

When Enable UTA Connection as Consumer is checked, Level 1 and Level 2 records in this UTA can be linked to provider records in other UTAs as a child (consumer). This reveals:

• Connection Roles – Define roles available for consumer/provider relationships.
• Provider List Views – Configure how records from the provider UTA are displayed on this UTA's consumer records.

Classic Data Exchange Settings

Configuration for SmartSimple's legacy XML-based data exchange between instances:

• Sending To List / Receiving From List – Configure the external SmartSimple instances this UTA exchanges data with.
• Activity Export List View – Define fields included in Level 2 exports.
• Outgoing Packages / Classic Data Exchange Queue – Review and manage pending and completed exchange packages.
• Batch Data Exchange (Classic) – Bulk-export Level 1 records via the classic exchange mechanism.
• Enable HCAI Integration – Enables submission through the SmartSimple HCAI Gateway (healthcare-specific).
• Disable Transfer Security – Allows records to be transferred to instances other than the designated sending instance. Use with caution.
• Automatically Unpack Incoming Packages – Incoming exchange packages are unpacked automatically upon receipt.
• Send To Label / Receive From Label – Customize display labels for send/receive actions.
• Unpack Acknowledgement Field – A custom field updated to acknowledge when an incoming package has been unpacked.
• Status Allowed to Export – Which statuses make a Level 1 record eligible for export.
• Status Forced to Export – Which statuses automatically trigger export.

Data Exchange Settings

• Export Settings – Manage modern Data Exchange export options for this UTA.
• Import Settings – Manage modern Data Exchange import options for this UTA.

Transaction Settings

• Level 1 Transaction Type – Define transaction types available at the Level 1 record level.
• Level 2 Transaction Type – Define transaction types available at the Level 2 record level.

Publication Settings

Link Level 1 and Level 2 records to external research publication databases:

• Publication Service – Select the external database service to integrate with (e.g., NCBI PubMed, Web of Science, SCOPUS).
• Database Options – Select which databases within the chosen service are searchable (e.g., PubMed, PMC, Protein, Nucleotide).
• Role Permissions – Specify which roles can access the publication search feature.
• Enable Publication for Level 1 / Level 2 – Toggle publication search availability at each entity level. Reveals field mapping configuration for linking publication search results to record fields.

Service Settings

• Web Services – Enable and configure SOAP-based web service integration for Level 1 records.
• Payment Forms – Manage payment form integrations associated with this UTA.
• Grants.gov Integration – Allows users to search and download grant opportunities from Grants.gov within SmartSimple.

Time and Expense Tab

Appears only when Enable Professional Services is selected on the General tab. Configures time tracking and expense logging within the UTA.

Time and Expense Settings

• Custom Fields – Create and manage custom fields on time and expense item records.
• Statuses – Define lifecycle statuses for time and expense items.
• List Views / Search Filters – Configure the columns, sorting, and filters for the Time and Expense list view.
• Time Codes – Configure time codes used to categorize billable and non-billable time entries.
• Import Time and Expense Items – Bulk-import time and expense records.
• Time Entry Billing Hour Unit – Sets the minimum time increment for entries. Options: 30 mins, 15 mins, 10 mins, 6 mins, 3 mins.
• Level 1 Preferred Rate Field – Maps a Level 1 custom field as the preferred billing rate source for timesheet entries against that record.
• Enable Timesheets in User Profile – Displays a timesheet tab on the user's profile. Set a custom Tab Name.
• Enable Invoiced Timesheets in External Record Profile – Displays invoiced timesheets on the company profile. Set a custom Tab Name.
• Enable Uninvoiced Timesheets in External Record Profile – Displays uninvoiced timesheets on the company profile. Set a custom Tab Name.
• Enable General Timesheets in External Record Profile – Displays all timesheets against a company on their profile. Set a custom Tab Name.
• Enable Billing Level – Activates a billing tier system for users. Reveals Import Billing Level and Billing Level Description configuration.
• Enable Contact Activity Billing – Enables billing based on contact activity records.
• Disable Time Entry from Level 1 – Removes the time entry tab from Level 1 record views.

Timesheet Manager Role

Select the system roles that can manage timesheets for all users within this UTA (view, edit, approve).

User Timesheet Access Role

Select the system roles that can access their own timesheet records.

External Record Timesheet Access Category

Select the organization categories (external record types) whose associated timesheets are visible on the External Record profile tab.

Level 1 Statuses Available to Timesheet

Select which Level 1 record statuses allow time and expense entries to be logged against them. Timesheet entries can only be submitted against records in the selected statuses.

Invoice Tab

Appears only when Enable Invoicing is selected on the General tab. Configures invoice creation, line item tracking, field terminology, and access roles.

Invoice Settings

• Custom Fields – Create and manage custom fields on invoice records.
• List Views / Search Filters – Configure the invoice list view.
• Invoice/Payment Types – Define the types available for invoices and payments.
• Invoice/Payment Statuses – Define lifecycle statuses for invoices.
• Ajax Variable Mappings – Insert variable mappings used when invoices are created via Ajax-based external record triggers.
• Import Invoices/Payments – Bulk-import invoice and payment records.
• Delete All Invoices/Payments – Removes all invoice and payment records from the UTA. Use with extreme caution.
• Enable Receipts/Adjustments – Enables a receipt and adjustment sub-module within invoicing.
• Invoice Creation Level – Whether invoices are created based on Level 1 records, Level 2 records, or External Records (via Ajax).
• Invoice Item Level – Whether invoice line items correspond to Level 2 or Level 3 Activity records.
• Copy Invoice Number From / To – The field the invoice number is copied from and the target field it is written to (e.g., stamping the invoice number onto a Level 3 Activity record).
• Invoice Void Status – The status assigned when an invoice is voided.
• Partially Paid Status / Fully Paid Status – Statuses automatically assigned based on payment completion.
• Comment Variables / Standard Comments – Configure reusable comment templates available when adding notes to invoices.

Invoice Field Mapping

Maps standard fields to the invoice record:

• Invoice Auto Number – The field used for auto-generated invoice numbers.
• Invoice Number – The field that stores the displayable invoice number.
• Invoice Company – The field that links the invoice to a company (external record).

Invoice Field Terminology

Customize the display labels for standard invoice fields: Invoice Number, Invoice Date, Invoice Company, Amount, Tax 1, Tax 2.

Receipt / Adjustment Settings

• Custom Fields / List Views – Configure custom fields and list view columns for receipt and adjustment records.
• Auto Close Status – The invoice status automatically applied when a receipt fully closes the invoice.

Receipt Field Terminology

Customize display labels for receipt fields: Receipt Number, Receipt Date.

Invoice Access Role

Select which system roles can access invoice records within this UTA.

Invoice Item Settings

• Custom Fields / List Views – Configure fields and display for invoice line item records.
• Invoiced Item Set To – The status automatically applied to the linked Level 2 or Level 3 record when it is added to an invoice.
• Invoiced Item Void Status – The status applied to a line item record when the invoice is voided.

Invoice Item Field Mapping

Map fields from Level 2 or Level 3 Activity records to invoice line item fields: Item Detail, Item Quantity, Item Amount, Item Tax, Item Tax 2.

Invoice Item Terminology

Customize the display labels for invoice line item fields: Invoice Item Detail, Invoice Item Quantity, Invoice Item Amount, Invoice Item Full Amount, Invoice Item Tax, Invoice Item Tax 2.

Invoice Item Type and Status Filtering

Restrict which Level 2 or Level 3 Activity record types and statuses are eligible to appear as invoice line items. Only records matching the selected types and statuses will be available when building an invoice.

Classic Options Tab

Contains legacy display and behavior toggles from earlier versions of the SmartSimple platform. Most have been superseded by newer configuration options elsewhere in UTA Settings. New applications can typically leave all Classic Options at their defaults. Contact SmartSimple Support before modifying these in a production environment.

General Options

• Enable Content Management – Activates content management features within this UTA.
• Enable Invitation Template Selection – Adds a template selection column to invitation lists in this application.

Level 1 Options

• Enable Date Filtering – Enables date-based filtering on the Level 1 list view.
• Disable Chart – Hides the chart/visualization panel from the Level 1 list view.
• Disable Forms Tab – Hides the Forms tab from the Level 1 record view.

Level 2 Options

• Enable Time Filtering – Enables time-based filtering on the Level 2 list view.
• Enable New Level 2 Tab on List When Security Matrix Enabled – Shows a dedicated "New Activity" tab on the Level 2 list when the Security Matrix is active.
• Open Level 2 in Full Application Screen – Opens Level 2 records in the full application window (enables floating action buttons).
• Display External Record List Below Custom Fields – Repositions the External Record association panel below custom fields on the Level 2 record.
• Display Contact List Below Custom Fields – Repositions the Contact association panel below custom fields on the Level 2 record.

Level 3 Activity Options

• Display External Record List Below Custom Fields – Same as Level 2, applied at the Level 3 Activity level.
• Display Contact List Below Custom Fields – Same as Level 2, applied at the Level 3 Activity level.