Changes

'''Note:''' The terms ''Company'' and ''Account'' may have been renamed in your instance of [[SmartSimple]]. In the following example ''Company'' has been renamed to ''Branch''.

[[Image:Glob21Company and Account Settings 2017.png|1000px|border]] * '''Branch Custom Standard Fields''' – - [[Custom Contact and Account Standard Fields|custom Standard fields]] associated with [[Internal|internal]] companiesorganizations.* '''Account Custom Fields''' – [[Custom Fields|custom fields]] associated with both [[Internal|internal]] and [[External|external]] companies.* '''User Dynamic Field Visibility Controls''' – Configure dynamic field visibility controls for Business Unit and Organization.* '''Statuses''' – Statuses used for Business Unit and Contact Signup PagesOrganization* '''Submit & Save Buttons''' – Submit & Save Buttons used for Business Unit and Organization* '''SmartCheck Validation''' – SmartCheck validation to manage [[External|external]] web pages where people can register as contacts.attach to form buttons for Business Unit and Organization* '''Branch and Account Signup Pages''' – used to manage [[ExternalCreating a Company Sign Up Page|external]] web pages where companies can register]].* '''Company ParentDuplicate Check Settings''' - enables the display of a parent organisation in the list views throughout the system. This feature is useful if the organisations Allows you deal with to define which fields are subsidiaries, prompted for and you need compared with existing Companies for duplicates when adding new organizations. See [[Duplicate Check]]. * '''List View''' - used to be aware of configure the parent organisations[[List View|list view]] for organizations.* '''ResourcesLookup List View''' – displays - used to configure the company resource tab, only required fields shown when using job costingan [[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]].* '''NAIC CodesActivity List View''' - used to configure the list views for Business Unit and Organization activities* '''North American Industry Classification SystemDeleted Companies & Accounts''' (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, a primary view and/or restore recently deleted companies and secondary codeaccounts.See [[Image:Glob22.pngHow do I undelete companies or contacts?]]* '''Display UTA ItemsDeleted Company & Account Addresses''' - Allows you to view deleted multiple addresses of companies and accounts. * '''Default Primary contact''' - Make the first user created in an organization with no users the primary contact* '''Disable Address Inheritance''' – displays tracking items - Prevent a new company or user address fields from the defaulting to its parent* '''[[Universal Tracking ApplicationDelete Redirect Template|Company/Account Delete Redirect Template]] associated as ''' - Allows you to personalize the landing page after a set of tabs on the company recordbusiness unit or account is deleted.  ==See Also==* [[Contact and Account Standard Fields]]* [[User & Contact Settings|User & Contact Settings]]* [[List View|List Views]]