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Company & Account Settings

590 bytes removed, 15:42, 27 November 2017
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'''Note:''' The terms ''Company'' and ''Account'' may have been renamed in your instance of [[SmartSimple]].
[[Image:Company and Account Settings2017.png]] * '''Company Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] companies.* '''Company List View''' - used to configure the [[list view]] for [[Internal|internal]] companies.* '''Company Ajax List View''' - used to configure the fields shown when using an [[Ajax]] lookup on companies.* '''Account Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] companies.* '''Account List View''' - used to configure the [[list view]] for [[External|external]] companies.* '''Account Ajax List View''' - used to configure the fields shown when using an [[Ajax]] lookup on accounts.* '''Company & Account Signup Pages''' – used to manage external web pages where companies can register.* '''Duplicate Company Check Settings''' - Allows you to define which fields are prompted for and compared with existing Companies for duplicates when adding new Internal organizations* '''Duplicate Account Check Settings''' - Allows you to define which fields are prompted for and compared with existing Companies for duplicates when adding new External organizations* '''Transaction Types''' - Allows you to define and configure Company [[:Category:Transactions1000px|Transactions]border].* '''Deleted Companies & Accounts''' - Allows you to view and/or restore recently deleted companies and accounts.* '''Company/Account Delete Redirect Template''' - Allows you to customize the landing page after a business unit or account is deleted.* '''Company/Account Standard Field Settings''' - See [[Contact and Account Standard Fields]] for details.
* '''Standard Fields''' - [[Contact and Account Standard Fields|Standard fields]] associated with organizations.
* '''Custom Fields''' – [[Custom Fields|custom fields]] associated with both [[Internal|internal]] and [[External|external]] companies.
* '''Dynamic Field Visibility Controls''' – Configure dynamic field visibility controls for Business Unit and Organization.
* '''Statuses''' – Statuses used for Business Unit and Organization
* '''Submit & Save Buttons''' – Submit & Save Buttons used for Business Unit and Organization
* '''SmartCheck Validation''' – SmartCheck validation to attach to form buttons for Business Unit and Organization
* '''Signup Pages''' – used to manage [[Creating a Company Sign Up Page|external web pages where companies can register]].
* '''Duplicate Check Settings''' - Allows you to define which fields are prompted for and compared with existing Companies for duplicates when adding new organizations. See [[Duplicate Check]].
* '''Enable State / Province Combo-boxList View''' - Display state / province field as combo-box used to configure the [[List View|list view]] for organizations.* '''Company ParentLookup List View''' - enables used to configure the display of a parent organisation in fields shown when using an [[Ajax]] lookup on companies, also determines the [[List View|list views throughout view]] for the Lookup dialog for the [[standard field]] "Organization" in the system{{UTA}}. This feature is useful if See [[Configuring Ajax List Views]].* '''Activity List View''' - used to configure the organisations you deal with are subsidiaries, list views for Business Unit and you need to be aware of the parent organisations.Organization activities* '''Internal Owner Ajax LookupDeleted Companies & Accounts'''- Enable Allows you to view and/or restore recently deleted companies and accounts. See [[AjaxHow do I undelete companies or contacts?]] Lookup on internal company owner* '''Deleted Company & Account Addresses''' - Allows you to view deleted multiple addresses of companies and accounts.* '''Allow External OwnerDefault Primary contact''' - [[External]] Make the first user can be used as created in an [[internal]] company's owner organization with no users the primary contact* '''ResourcesDisable Address Inheritance''' – displays the - Prevent a new company resource tab, only required when using job costing.or user address fields from defaulting to its parent* '''[[Delete Redirect Template|Company Relationship/Account Delete Redirect Template]]''' - Enable company relationship tab for companiesAllows you to personalize the landing page after a business unit or account is deleted.
 
* '''NAIC Codes''' - the '''North American Industry Classification System''' (NAICS, pronounced Nakes) was developed as the standard for use by US, Canadian, and Mexican agencies in classifying business establishments. Enable this setting if you wish to track organisations by NAIC codes. You can set two codes for each organisation, a primary and secondary code.
* '''Display UTA Items''' – displays tracking items from the [[Universal Tracking Application]] associated as a set of tabs on the company record.
==See Also==
* [[Contact and Account Standard Fields]]
* [[User & Contact Settings|User & Contact Settings]]
* [[List View|List Views]]
[[Category:Global Settings]][[Category:System Management]]
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