Difference between revisions of "Template:GlobalSettings 2017"
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Revision as of 11:02, 13 July 2017
| Tab Name | Sub-section | Description | |
|---|---|---|---|
| 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) | |
| System | System 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 Summary | Access to logs and system overview sections | |
| Branding | Branding & Visual Settings | How this copy of SmartSimple will look. | |
| Branding | General Terminology | The company and people terminology you wish to use in this copy of SmartSimple. | |
| Organizations | General Settings | Company signup pages, custom fields, Statuses and buttons. | |
| Organizations | List View Settings | Company List view options | |
| Organizations | Miscellaneous | Additional features available to organizations | |
| Users | General Settings | User signup pages, standard fields, custom fields, Statuses and buttons. | |
| Users | List View Settings | User List view options | |
| User | Miscellaneous | Additional features available to users | |
| Associations | General Settings | Switch on feature, and configure standard fields and custom fields | |
| Associations | List View Settings | Association List view options | |
| Associations | Miscellaneous | Additional features available to Associations | |
| Associations | Importing Tools | Options to import Associations, People Relationships and Company Relationships | |
| Transactions | General Settings | Transaction Types, standard fields, custom fields, Statuses and buttons. | |
| Transactions | List View Settings | Transaction List view options | |
| Security | Business Security Settings | How you wish to control access security. | |
| Security | System Security Settings | Switch off/ on security settings. | |
| Integrations | Authentication Settings | Configure Authentication Controll and Single Sign-On. | |
| Integrations | SMTP Relay Settings | Enable relay of all SmartSimple e-mail via your company's SMTP server. | |
| Integrations | API Settings | Configure SmartConnect RESTful API functions | |
| Integrations | Service Settings | Configure Integration Key Management, including on-line signing of documents | |
| Integrations | Watch List Settings | Manage Watchlist and GuideStar settings | |
| Integrations | Mobile App Settings | Settings specific to the Mobile application | |
| Classic Options | Classic Interface Options | Enable old versions of certain system features | |
| Classic Options | Classic Features and Functions | Control of various system objects | |
| Classic Options | People Online Settings | Select the fields that will be displayed when you move your mouse over a user listed in the People online list. | |
| Classic Options | ObjectSync Settings | Provides ability to synchronise companies and users between instances. |
