Difference between revisions of "Template:GlobalSettings 2017"

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{| class="wikitable"
 
{| class="wikitable"
 
|+style="text-align:left"|
 
|+style="text-align:left"|
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!Tab Name
 
−
!Sub-section
 
−
!Description
 
 
|-
 
|-
−
|System
+
!|Tab Name
−
|[[System Configuration]]
+
!|Sub-section
−
| How the system should be customized to your specific business needs, including system-wide variables and all custom fields (including those in UTAs)
+
!|Description
 
|-
 
|-
−
|System
+
||System
−
|System Options
+
||[[System Configuration]]
−
| Switch off or on certain System options
+
||How the system should be customized to your specific business needs, including system-wide variables and all custom fields (including those in UTAs)
 
|-
 
|-
−
|System
+
||System
−
|System Process
+
||System Options
−
| Configure certain processes that may need to be run on a regular basis
+
||Switch off or on certain System options
 
|-
 
|-
−
|System
+
||System
−
| System Log and Summary
+
||System Process
−
| Access to logs and system overview sections
+
||Configure certain processes that may need to be run on a regular basis
 
|-
 
|-
−
|Branding
+
||System
−
|[[Branding & Visual Settings]]
+
||System Log and Summary
−
| How this copy of [[SmartSimple]] will look.
+
||Access to logs and system overview sections
 
|-
 
|-
−
|Branding
+
||Branding
−
|[[Organization Terminology|General Terminology]]
+
||[[Branding & Visual Settings|Branding & Visual Settings]]
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| The company and people terminology you wish to use in this copy of SmartSimple.
+
||How this copy of [[SmartSimple]] will look.
−
|
 
 
|-
 
|-
−
|Organizations
+
||Branding
−
|General Settings
+
||[[Organization Terminology|General Terminology]]
−
| Company [[Sign-Up Pages|signup pages]], [[Custom Field|custom fields]], Statuses and buttons.
+
||The company and people terminology you wish to use in this copy of SmartSimple.
 +
||
 
|-
 
|-
−
|Organizations  
+
||Organizations
−
|List View Settings
+
||General Settings
−
| Company List view options
+
||Company [[Sign-Up Pages|signup pages]], [[Custom Field|custom fields]], Statuses and buttons.
 
|-
 
|-
−
|Organizations
+
||Organizations
−
|Miscellaneous
+
||List View Settings
−
| Additional features available to organizations
+
||Company List view options
 
|-
 
|-
−
|Users
+
||Organizations
−
|General Settings
+
||Miscellaneous
−
| User [[Sign-Up Pages|signup pages]], [[Standard Field|standard fields]], [[Custom Field|custom fields]], Statuses and buttons.
+
||Additional features available to organizations
 
|-
 
|-
−
|Users  
+
||Users
−
|List View Settings
+
||General Settings
−
| User List view options
+
||User [[Sign-Up Pages|signup pages]], [[Standard Field|standard fields]], [[Custom Field|custom fields]], Statuses and buttons.
 
|-
 
|-
−
|User
+
||Users
−
|Miscellaneous
+
||[[List View Overview|List View]] Settings
−
| Additional features available to users
+
||User [[List View Overview|list view options]]
 
|-
 
|-
−
|Associations
+
||[[User]]
−
|General Settings
+
||Miscellaneous
−
| Switch on feature, and configure [[Standard Field|standard fields]] and [[Custom Field|custom fields]]
+
||Additional features available to users
 
|-
 
|-
−
|Associations  
+
||[[Association Settings|Associations]]
−
|List View Settings
+
||General Settings
−
| Association List view options
+
||Switch on feature, and configure [[Standard Field|standard fields]] and [[Custom Field|custom fields]]
 
|-
 
|-
−
|Associations  
+
||Associations
−
|Miscellaneous
+
||List View Settings
−
| Additional features available to Associations 
+
||Association List view options
 
|-
 
|-
−
|Associations  
+
||Associations
−
|Importing Tools
+
||Miscellaneous
−
| Options to import Associations, People Relationships and Company Relationships
+
||Additional features available to Associations
 
|-
 
|-
−
|Transactions
+
||Associations
−
|General Settings
+
||Importing Tools
−
| Transaction Types, [[Standard Field|standard fields]], [[Custom Field|custom fields]], Statuses and buttons.
+
||Options to import Associations, People Relationships and Company Relationships
 
|-
 
|-
−
|Transactions  
+
||Transactions
−
|List View Settings
+
||General Settings
−
| Transaction List view options
+
||Transaction Types, [[Standard Field|standard fields]], [[Custom Field|custom fields]], Statuses and buttons.
 
|-
 
|-
−
|Security
+
||Transactions
−
|[[Login & Security Settings|Business Security Settings]]
+
||List View Settings
−
|How you wish to control access security.
+
||Transaction List view options
 
|-
 
|-
−
|Security
+
||Security
−
|System Security Settings
+
||[[Login & Security Settings|Business Security Settings]]
−
|Switch off/ on security settings.
+
||How you wish to control access security.
 
|-
 
|-
−
|Integrations
+
||Security
−
|Authentication Settings  
+
||System Security Settings
−
|Configure [[Primary Authentication Controller|Authentication Control]] and [[Single Sign-On|Single Sign-On]].
+
||Switch off/ on security settings.
 
|-
 
|-
−
|Integrations
+
||Integrations
−
|[[SMTP Settings|SMTP Relay Settings]]
+
||Authentication Settings
−
| Enable relay of all SmartSimple e-mail via your company's SMTP server.  
+
||Configure [[Primary Authentication Controller|Authentication Control]] and [[Single Sign-On]].
 
|-
 
|-
−
|Integrations
+
||Integrations
−
|[[JSON API (SmartConnect)|API Settings]]  
+
||[[SMTP Settings|SMTP Relay Settings]]
−
|Configure SmartConnect RESTful [[:Category:API|API]] functions
+
||Enable relay of all SmartSimple e-mail via your company's SMTP server.
 
|-
 
|-
−
|Integrations  
+
||Integrations
−
|Service Settings  
+
||[[JSON API (SmartConnect)|API Settings]]
−
|Configure Integration Key Management, including on-line signing of documents
+
||Configure SmartConnect RESTful [[:Category:API|API]] functions
 
|-
 
|-
−
|Integrations  
+
||Integrations
−
|Watch List Settings  
+
||Service Settings
−
|Manage Watchlist and [[GuideStar]] settings
+
||Configure Integration Key Management, including on-line signing of documents
 
|-
 
|-
−
|Integrations  
+
||Integrations
−
|Mobile App Settings
+
||Watch List Settings
−
|Settings specific to the Mobile application 
+
||Manage Watchlist and [[GuideStar]] settings
 
|-
 
|-
−
|Classic Options
+
||Integrations
−
|[[Classic Interface Options]]
+
||Mobile App Settings
−
|Enable old versions of certain system features
+
||Settings specific to the Mobile application
 
|-
 
|-
−
|Classic Options  
+
||Classic Options
−
|Classic Features and Functions
+
||[[Classic Interface Options]]
−
|Control of various system objects
+
||Enable old versions of certain system features
 
|-
 
|-
−
|Classic Options  
+
||Classic Options
−
|[[People Online Settings]]
+
||Classic Features and Functions
−
|Select the fields that will be displayed when you move your mouse over a user listed in the People online list.
+
||Control of various system objects
 
|-
 
|-
−
|Classic Options  
+
||Classic Options
−
|ObjectSync Settings
+
||[[People Online Settings]]
−
|Provides ability to synchronise companies and users between instances.  
+
||Select the fields that will be displayed when you move your mouse over a user listed in the People online list.
 +
|-
 +
||Classic Options
 +
||ObjectSync Settings
 +
||Provides ability to synchronise companies and users between instances.
 
|}
 
|}

Revision as of 12:16, 21 June 2019

Tab Name Sub-section Description
System System Configuration How the system should be customized to your specific business needs, including system-wide variables and all custom fields (including those in UTAs)
System System Options Switch off or on certain System options
System System Process Configure certain processes that may need to be run on a regular basis
System System Log and Summary Access to logs and system overview sections
Branding Branding & Visual Settings How this copy of SmartSimple will look.
Branding General Terminology The company and people terminology you wish to use in this copy of SmartSimple.
Organizations General Settings Company signup pages, custom fields, Statuses and buttons.
Organizations List View Settings Company List view options
Organizations Miscellaneous Additional features available to organizations
Users General Settings User signup pages, standard fields, custom fields, Statuses and buttons.
Users List View Settings User list view options
User Miscellaneous Additional features available to users
Associations General Settings Switch on feature, and configure standard fields and custom fields
Associations List View Settings Association List view options
Associations Miscellaneous Additional features available to Associations
Associations Importing Tools Options to import Associations, People Relationships and Company Relationships
Transactions General Settings Transaction Types, standard fields, custom fields, Statuses and buttons.
Transactions List View Settings Transaction List view options
Security Business Security Settings How you wish to control access security.
Security System Security Settings Switch off/ on security settings.
Integrations Authentication Settings Configure Authentication Control and Single Sign-On.
Integrations SMTP Relay Settings Enable relay of all SmartSimple e-mail via your company's SMTP server.
Integrations API Settings Configure SmartConnect RESTful API functions
Integrations Service Settings Configure Integration Key Management, including on-line signing of documents
Integrations Watch List Settings Manage Watchlist and GuideStar settings
Integrations Mobile App Settings Settings specific to the Mobile application
Classic Options Classic Interface Options Enable old versions of certain system features
Classic Options Classic Features and Functions Control of various system objects
Classic Options People Online Settings Select the fields that will be displayed when you move your mouse over a user listed in the People online list.
Classic Options ObjectSync Settings Provides ability to synchronise companies and users between instances.
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