Difference between revisions of "System Configuration"

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The System Configuration section of the [[Global Settings]] page contains links to the following configuration pages:
 
The System Configuration section of the [[Global Settings]] page contains links to the following configuration pages:
  
* [[:Category:Workflows|Workflows]]
+
* [[User Roles]]
* [[Reminder Templates]]
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* [[Client Categories|Company Categories]]
* [[Resource Types]]
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* [[Custom Fields]]
* [[Ledger Codes]]
 
* [[Event Types]]
 
 
* [[Address Types]]
 
* [[Address Types]]
* [[Advanced Logic]]
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* [[Annotation Types]]
* [[Message Queue]]
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* [[Note Types]]
* [[System Summary]]
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* [[System Variables]]
* [[UTA PDF Parser]]
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* [[Language Library]]
* [[Arcadia Settings]]
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* [[Configuration Recorder Librbary]]
* [[GuideStar Settings]]
 
* [[Configuration Error Log]]
 
 
* [[Global Search|Global Search]]
 
* [[Global Search|Global Search]]
 +
* [[Search Filters]]
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* [[SmartVersioning]]
 +
 +
  
 
<!--* [[Address Validation]]
 
<!--* [[Address Validation]]
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* '''Enable Multiple Address''' - See [[Address Types]] for more information on this feature.
 
* '''Enable Multiple Address''' - See [[Address Types]] for more information on this feature.
 
* '''[[Enable Translation Service|Enable Field Translation Service]]''' - allows for language translation of data entered into text fields, achieved by integration with Google Translate
 
* '''[[Enable Translation Service|Enable Field Translation Service]]''' - allows for language translation of data entered into text fields, achieved by integration with Google Translate
* '''Enable Google Drive Integration for File Fields'''
+
* '''Enable Google Drive Lookup for File Fields''' - Allow to upload files from Google Drive for any File Upload custom fields
* '''[[List Calendar by Company/Account]]''' - alters the display of the list of selectable calendars.
+
* '''Enable Online 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. See [[Online File Editing]].
* '''Online 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. See [[Online File Editing]].
 
 
* '''[[Enable warning upon navigation from unsaved forms]]''' - users will be presented with a dialog box asking for confirmation to  leave the page upon navigating away from an edited, unsaved record.
 
* '''[[Enable warning upon navigation from unsaved forms]]''' - users will be presented with a dialog box asking for confirmation to  leave the page upon navigating away from an edited, unsaved record.
 
<!--* '''Hide record lock from user who has the record locked''' - See [[Record Lock#Hiding the Record Lock Notification|Record Lock]].-->
 
<!--* '''Hide record lock from user who has the record locked''' - See [[Record Lock#Hiding the Record Lock Notification|Record Lock]].-->
 
<!--* '''Enable warning when deleting files''' - See [[Deleting Files from SmartFolders]].
 
<!--* '''Enable warning when deleting files''' - See [[Deleting Files from SmartFolders]].
* '''Disable showing all transactions on first page load.'''-->
 
* '''[[:Category:Calendars|Enable conflict check for calendar]]''' - calendar checks for date conflicts, triggering an alert to warn you of any such conflict.
 
* '''[[:Category:Calendars|Enable Calendar in UTA Contact Lookup]]''' - can access calendar against contacts in a UTA Contact lookup
 
* '''[[Holiday Calendar]]''' - SmartSimple calendar that stores dates designated by your organization as holidays
 
* '''[[:Category:Calendars|Calendar Event Preview Default Template]]''' - allows you to format the text which appears when you mouseover a calendar event within a calendar
 
  
  
 
[[Category:Global Settings]]
 
[[Category:Global Settings]]

Revision as of 12:44, 18 July 2017

The System Configuration section of the Global Settings page contains links to the following configuration pages:



The following options are also displayed:

  • Activate SmartCheck Validation - See SmartCheck Validation for more information on this feature.
  • Enable Multiple Address - See Address Types for more information on this feature.
  • Enable Field Translation Service - allows for language translation of data entered into text fields, achieved by integration with Google Translate
  • Enable Google Drive Lookup for File Fields - Allow to upload files from Google Drive for any File Upload custom fields
  • Enable Online Editing – provides 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. See Online File Editing.
  • Enable warning upon navigation from unsaved forms - users will be presented with a dialog box asking for confirmation to leave the page upon navigating away from an edited, unsaved record.