System Configuration

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

• Workflows
• Reminder Templates
• Resource Types
• Ledger Codes
• Event Types
• Address Types
• Advanced Logic
• Message Queue
• System Date & Time
• System Summary
• UTA PDF Parser
• Arcadia Settings
• GuideStar Settings

The following options are also displayed:

• Enable Multiple Address - See Address Types for more information on this feature.
• List Calendar by Company/Account.
• On-Line 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
• Hide record lock from user who has the record locked - See Record Lock.
• Enable warning when deleting files - See Deleting Files from SmartFolders.
• Disable showing all transactions on first page load.
• Address Geocoding
• Holiday Calendar