Smartstaff
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'''Note:''' The terms ''Company'' and ''Account'' may have been renamed in your instance of [[SmartSimple]]. [[Image:Company and Account Settings 2017.png|1000px|border]]
* '''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.
* '''Branch Custom FieldsDynamic Field Visibility Controls''' – [[Custom Fields|custom fields]] associated only with [[Internal|internal]] companiesConfigure dynamic field visibility controls for Business Unit and Organization.* '''Statuses''' – Statuses used for Business Unit and Organization Custom Fields* '''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 [[Custom FieldsCreating a Company Sign Up Page|custom fieldsexternal web pages where companies can register]] associated only .* '''Duplicate Check Settings''' - Allows you to define which fields are prompted for and compared with existing Companies for duplicates when adding new organizations. See [[External|externalDuplicate Check]] companies.
* '''List View''' - used to configure the [[List View|list view]] for organizations.
* '''Lookup List View''' - used to configure the fields shown when using an [[Ajax]] lookup on companies, also determines the [[List View|list view]] for the Lookup dialog for the [[standard field]] "Organization" in the {{UTA}}. See [[Configuring Ajax List Views]].
* '''Signup PagesActivity List View''' – - used to manage [[Creating a Company Sign Up Page|external web pages where companies can register]].* '''Transaction Types''' - Allows you to define and configure [[:Category:Transactions|Transactions]].* '''Duplicate Check Settings''' - Allows you to define which fields are prompted the list views for Business Unit and compared with existing Companies for duplicates when adding new organizations. See [[Duplicate Check]].* '''[[Delete Redirect Template|Company/Account Delete Redirect Template]]''' - Allows you to customize the landing page after a business unit or account is deleted.Organization activities
* '''Deleted Companies & Accounts''' - Allows you to view and/or restore recently deleted companies and accounts. See [[How do I undelete companies or contacts?]]
* '''Deleted Company Parent& Account Addresses''' - enables the display of a parent organization in the list views throughout the system. This feature is useful if the organizations you deal with are subsidiaries, and Allows you need to be aware view deleted multiple addresses of the parent organizationscompanies and accounts.* '''Internal Owner Ajax LookupDefault Primary contact'''- Enable [[Ajax]] Lookup on internal company owner.* '''Allow External Owner''' - [[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 companies. * '''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 Allows you wish to track organisations by NAIC codes. You can set two codes for each organisation, personalize the landing page after a primary and secondary codebusiness unit or account is deleted.
==See Also==
* [[Contact and Account Standard Fields]]
* [[User & Contact Settings|User & Contact Settings]]
* [[List View|List Views]]
[[Category:Global Settings]][[Category:System Management]]
