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Company & Account Settings

418 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 Settings 2017.png|1000px|border]]
[[Image:Company and Account Settings 2017.png]]
* '''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]].configure the list views for Business Unit and Organization activities* '''Transaction TypesDeleted Companies & Accounts''' - Allows you to define view and/or restore recently deleted companies and configure accounts. See [[:Category:Transactions|TransactionsHow do I undelete companies or contacts?]].* '''Duplicate Check SettingsDeleted Company & Account Addresses''' - Allows you to define which fields are prompted for view deleted multiple addresses of companies and compared accounts. * '''Default Primary contact''' - Make the first user created in an organization with existing Companies for duplicates when adding no users the primary contact* '''Disable Address Inheritance''' - Prevent a new organizations. See [[Duplicate Check]].company or user address fields from defaulting to its parent
* '''[[Delete Redirect Template|Company/Account Delete Redirect Template]]''' - Allows you to personalize the landing page after a business unit or account is deleted.
* '''Deleted Companies & Accounts''' - Allows you to view and/or restore recently deleted companies and accounts. See [[How do I undelete companies or contacts?]]
 
 
* '''Company Parent''' - 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 you need to be aware of the parent organizations.
* '''Internal Owner Ajax Lookup'''- Enable [[Ajax]] Lookup on internal company owner.
* '''Allow External Owner''' - [[External]] user can be used as an [[internal]] company's owner
* '''Resources''' – displays the company resource tab, only required when using job costing.
* '''[[Company Relationship]]''' - 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 you wish to track organisations by NAIC codes. You can set two codes for each organisation, a primary and secondary code.
==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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