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  2. UTA
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Documentation

  • Universal Tracking Application
  • Assignment Grid Overview
  • Configure the Assignment Grid
  • UTA Provider and Consumer Variables and Formulas Reference
  • Configure UTA Provider/Consumer Relationships
  • Archive Status Variable Reference
  • Record Pages Overview
  • Application Form Design Framework Overview
  • Configure Custom Fields and Record Layout
  • Associations Overview
  • Type
  • UTA Building: Workshop
  • Custom Field Display Settings Reference
  • Template / Type Formula
  • Configuration Mode
  • UTA Provider/Consumer Relationships Overview
  • Configuration Error Log
  • Assignment Grid Field Definitions Reference
  • How to Archive and Unarchive Records
  • Client Categories

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