Difference between revisions of "Category:Global Settings"
From SmartWiki
| Line 7: | Line 7: | ||
* [[Database and File Storage Status]] – count companies and people – plus the ability to restore deleted companies or contacts. | * [[Database and File Storage Status]] – count companies and people – plus the ability to restore deleted companies or contacts. | ||
* [[Login & Security Settings]] – how you wish to control access security. | * [[Login & Security Settings]] – how you wish to control access security. | ||
| − | * [[Business Configuration | + | * [[Business & System Configuration]] – how the system should be customized to your specific business needs. |
| + | * [[System Variables and Custom Fields]] | ||
* [[ObjectSync Settings]] – provides ability to syncronise companies and [[User|users]] between instances. | * [[ObjectSync Settings]] – provides ability to syncronise companies and [[User|users]] between instances. | ||
* [[Branch & Account Settings]] – company [[Sign-Up Pages|signup pages]], [[Custom Field|custom fields]] and NAIC codes. | * [[Branch & Account Settings]] – company [[Sign-Up Pages|signup pages]], [[Custom Field|custom fields]] and NAIC codes. | ||
| Line 13: | Line 14: | ||
* [[Association Settings]] – provides ability to link users to more than one company. | * [[Association Settings]] – provides ability to link users to more than one company. | ||
* [[People Online Settings]] – select the fields that will be displayed when you move your mouse over a user listed in the People online list. | * [[People Online Settings]] – select the fields that will be displayed when you move your mouse over a user listed in the People online list. | ||
| − | * [[ | + | * [[SmartFolder Settings]] – if SmartFolders are enabled the amount of space required, and if you require use of the on-line editing features. |
| − | * [[ | + | * [[Organization Terminology]] – the company and people terminology you wish to use in this copy of SmartSimple. |
| + | * [[Label & Tab Terminology]] | ||
* [[Phone Number Format]] – determines the acceptable format for phone numbers. | * [[Phone Number Format]] – determines the acceptable format for phone numbers. | ||
| − | * [[Data Loading & Backup | + | * [[Data Loading & Backup]] – controls scheduled data loading and scheduled backups. |
| + | * [[SMTP Settings]] - | ||
''You can use the '''Quick Link''' combo box at the top of the page to move to the specific section without scrolling.'' | ''You can use the '''Quick Link''' combo box at the top of the page to move to the specific section without scrolling.'' | ||
Revision as of 15:20, 13 May 2009
Global Settings are accessed though the Configuration Menu > Global Settings
The Global Settings page contains key global settings in a set of sections. This menu and related tabs are only available to system administrators.
This page is organised into a thirteen sections:
- Branding & Visual Settings – how this copy of SmartSimple will look.
- Database and File Storage Status – count companies and people – plus the ability to restore deleted companies or contacts.
- Login & Security Settings – how you wish to control access security.
- Business & System Configuration – how the system should be customized to your specific business needs.
- System Variables and Custom Fields
- ObjectSync Settings – provides ability to syncronise companies and users between instances.
- Branch & Account Settings – company signup pages, custom fields and NAIC codes.
- User & Contact Settings – user signup pages, custom fields.
- Association Settings – provides ability to link users to more than one company.
- People Online Settings – select the fields that will be displayed when you move your mouse over a user listed in the People online list.
- SmartFolder Settings – if SmartFolders are enabled the amount of space required, and if you require use of the on-line editing features.
- Organization Terminology – the company and people terminology you wish to use in this copy of SmartSimple.
- Label & Tab Terminology
- Phone Number Format – determines the acceptable format for phone numbers.
- Data Loading & Backup – controls scheduled data loading and scheduled backups.
- SMTP Settings -
You can use the Quick Link combo box at the top of the page to move to the specific section without scrolling.
Pages in category ‘Global Settings’
The following 75 pages are in this category, out of 75 total.
A
C
- Classic Options
- Company & Account Settings
- Company Relationship
- Configuration Error Log
- Configuration mode
- Configuring a SmartSimple Instance
- Configuring Ajax List Views
- Configuring Privacy, Confidentiality and Other Policies
- Contact and Account Standard Fields
- Custom Fields Global Setting
- Custom Password Policy Examples
