Changes

Category:Global Settings

1,020 bytes added, 15:11, 10 July 2017
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|System
|[[System Configuration]]
| How the system should be customized to your specific business needs., including system-wide variables and all custom fields (including those in UTAs)
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|System
|[[System Variables Options| Switch off or on certain System options |-|System|System Process| Configure certain processes that may need to be run on a regular basis |-|System| System Log and Custom Fields]] Summary | Access to logs and system-wide variables and all custom fields (except those in UTAs)overview sections
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|Branding
| How this copy of [[SmartSimple]] will look.
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|Branding & Terminology|[[Organization Terminology|General Terminology]]
| The company and people terminology you wish to use in this copy of SmartSimple.
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|Organizations
|General Settings
| Company [[Sign-Up Pages|signup pages]], [[Custom Field|custom fields]], Statuses and buttons.
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|Organizations
|List View Settings
| Company List view options
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|Organizations
|Miscellaneous
| Additional features available to organizations
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|User s
|General Settings
| User [[Sign-Up Pages|signup pages]], [[Standard Field|standard fields]], [[Custom Field|custom fields]], Statuses and buttons.
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|Users
|List View Settings
| User List view options
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|Branding & TerminologyUser |[[Label & Tab Terminology]]Miscellaneous| Control the terminology on various labels and tabs in this copy of SmartSimple.Additional features available to users
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|Organizations & UsersAssociations |[[Company & Account General Settings]]| Company Switch on feature, and configure [[Sign-Up PagesStandard Field|signup pagesstandard fields]], and [[Custom Field|custom fields]] and NAIC codes.
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|Organizations & UsersAssociations |[[User & Contact List View Settings]]| User signup pages, custom fields.Association List view options
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|Organizations & UsersAssociations |Miscellaneous| Additional features available to Associations |-|Associations |Importing Tools | Options to import Associations, People Relationships and Company Relationships|-|Transactions |General Settings| Trasnaction Types, [[Standard Field|standard fields]], [[Association SettingsCustom Field|custom fields]], Statuses and buttons.-| Provides ability to link users to more than one company.Transactions |List View Settings| Transaction List view options
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|Security
|[[Login & Security Settings|Business Security Settings]]
|How you wish to control access security.
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|ConnectivitySecurity|System Security Settings|Switch off/ on security settings.|-|Integration
|[[JSON API (SmartConnect)|SmartConnnect API]]
|Configure SmartConnect RESTful [[:Category:API|API]] functions
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