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[[SmartSimple]] is a cloud-based platform that prides itself on its total flexibility; we have highly configurable options for almost every part of our system, so that you can easily tailor your [[instance]] to your company's direct needs as well as your personal preferences. This page will bring you through the general chronological steps for configuring a SmartSimple instance, so that by . By the end of it, you will have built the foundations for a system that is designed for your unique business aims. 

<pre>Tip: Keep this page open while opening hyperlinks from this page. Although other articles will give more specific instructions for configuring certain features, this page will be helpful by providing a broad sequence of areas required for successful configuration. </pre>==[[Menu and Global Settings]]==If you are a [[Global Settings]] are accessed though the [[Configuration MenuUser Administrator|ConfigurationSystem Administrator]], you will have access to '''Global Settings . '''Users with SysAdmin permissions will be able to access all functions within the system and to customize roles, security, feature visibilities, etc. Be cautious with who you assign in a SysAdmin role, as their access into the system has the potential to make wide and immediate impact.  <pre> No matter what, best practice is to test configuration and changes to your system in the Backup Instance prior to modifying the live instance. </pre>* The [[Menu|menuBackup Server and Testing Instance]]. This page contains key global settings in a set of sections. This will not retain any changes into the live [[Menu|menuinstance]] and related tabs are only available to system administrators; the backup is overwritten nightly with that day's production copy. 

1. Click the [[Configuration Menu|Configuration]]In order to properly configure your system, you must know where your '''menu icon '''is as well as '''Global Settings [[Menu|menu]].'''

The Global Settings Your menu icon is located on the top right of your page is displayed, and looks like a 9-square icon. 

:: {{GlobalSettings 2017Icon-Menu}} The '''Global Settings '''area of the system is available under the heading '''Configuration. '''

These settings are used to control the overall visual and branding settings.  1. Click on the '''Colours & Fonts''' link to review the visual settings. ==[[Using a Theme]]==As an alternative to setting your own colours, you can download a colour theme from the [[SmartSimple]] wiki and apply that theme to your copy. 1. Launch a new * See [[Browser|browserBranding]] window. 2. Go to '''http://www.smartsimplefor more detailed information.org''' 

3As part of the implementation process, SmartSimple or its partners will configure the look and feel of your system for you. Type '''Theme''' into Anyone with SysAdmin privileges will then be able to change the branding and visual settings of the search boxsystem at any time. 

The Page text matches are displayed====Accessing Branding & Visual Settings====1. Click on the 9-square menu icon on the top right of your page.

[[Image:Glob4: {{Icon-Menu}} 2. Under the heading '''Configuration, '''select '''Global Settings.png]] '''

43. Click on onto the link for second tab, labelled '''ThemesBranding.'''.

The Instructions are listed on :: [[File:Branding.png|700px|border]]=====Colors & Styles=====You have the page freedom to adjust the colours and style choices of fonts in your system. All colour settings will affect all users: What a {{GUA}} sees will be the themes listed below the instructionssame colours that an applicant sees.

5. Follow the instructions on the pageSee [[Branding#Colors & Styles|Colors & Styles]] for more. 

1. Click the '''Colour pallet''' the square icon of a colour next to any branding settingthat allows colour change. [[Image:Glob5.png]] 

:: [[ImageFile:Glob6html font colour.png|300px|border]] 2. Click the '''Cancel''' button. 

:: [[ImageFile:Glob9Storage summary1.png|900px|border]] 

:: [[ImageFile:Glob10Security settings1.png|570px|border]]:: [[File:Security settings2.png|800px|border]]

:: [[ImageFile:Glob11Password and activation policies.png|800px|border]] 

:: [[ImageFile:Glob14Password email template.png|800px|border]]: :* The '''New User''' email message is sent to a [[User|user]] when you enable their access to SmartSimple for the first time.:* The '''Request Password''' email message is sent to a [[User|user]] when they request a new [[Password|password]] from the login page, or when you reset a [[User|user’s]] password in the user details page. 

:: [[ImageFile:Glob21Organization settings.png|850px|border]]: :* '''Branch Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] companies.:* '''Account Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] companies.:* '''User and Contact Signup Pages''' – used to manage [[External|external]] web pages where people can register as contacts.:* '''Branch and Account Signup Pages''' – used to manage [[External|external]] web pages where companies can register.:* '''Company Parent''' - enables the display of a parent organisation in the list views throughout the system. This feature is useful if the organisations you deal with are subsidiaries, and you need to be aware of the parent organisations.:* '''Resources''' – displays the company resource tab, only required when using job costing.:* '''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.

:: [[ImageFile:Glob23User settings.png|850px|border]]: :* '''User Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] [[User|users]].:* '''Contact Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] contacts.:* '''Default User Settings''' – the default system settings that will be set for each new [[User|user]] or contact.:* '''Disable Pre-load People List''' – this option is used to improve performance when you have in excess of 50,000 contacts in your copy of [[SmartSimple]]. Enabling this option will disable the display of contacts in all '''Search People''' pages.:* '''Enforce Homepage''' - you can force all [[User|users]] to the same web page when they first log into the system. This feature is useful if you have customers using the system and want to present them with some specific information such as your own organisation web site.:* '''Homepage''' – specifies a web page to be used as the homepage.:* '''Language''' – the default language for all new [[User|users]]. 

:* '''Left Navigation Style''' – choose '''Static''' for [[Menu|menus]] that don’t expand or dynamic for [[Menu|menus]] that open and close.:* '''UTA Tabs''' – used to control the presentation of tabbed fields when the [[Universal Tracking Application]] is used.:* '''Font Size''' – choose a larger font size for your view of the system.:* '''Number of Records Per page''' – defines the number of records per page you wish to see when information is displayed as a list. You can choose 20, 40, 60, 80 or 100.:* '''Text Editor''' – enables and disables the Rich Text/HTML Editor.:* '''Publish Pin Board''' – make your personal Pin board visible to other people.:* '''List View Thumbnail Size''' – determines the size of images in reports. 

:* '''Input Date Format''' – the individual [[User|user’s]] preferred entry format for date time values.:* '''Input Short Date Time Format''' – the individual [[User|user’s]] preferred short display format for date time values.:* '''Input Long Date Time Format''' – the individual [[User|user’s]] preferred link format for date time values.:* '''Time Difference''' – used to set your local time.:* '''Home Currency''' – the default currency for this [[User|user]]. This currency will be referenced in applications such as [[Sales Tracking]] and Expense Tracking. This currency will be assumed to be the default currency for this user.:* '''Language''' – the language that you wish to use. Currently you can select from seven languages.:* '''Internet Map Service''' – determines the Internet service you wish to use when displaying maps. 

:* '''On-Line Editing''' – provides [[User|users]] with the ability to open, edit, and save edited files to [[SmartSimple]]. This feature is used in conjunction with a desktop plug-in that must be downloaded and installed in any workstation where you wish to use this feature.:* Size Subscribed – defines the amount of disk storage required for [[Smart Folder|SmartFolders]] – up to 5 GB.

:* [[Configuration mode]]:* [[Custom fields]]