Category:Global Settings

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.

The page is organised into a various 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 - access to system-wide variables and all custom fields (except those in UTAs)
• ObjectSync Settings – provides ability to syncronise companies and users between instances.
• Company & 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.
• Organization Terminology – the company and people terminology you wish to use in this copy of SmartSimple.
• Label & Tab Terminology - control the terminology on various labels and tabs in this copy of SmartSimple.
• Phone Number Format – determines the acceptable format for phone numbers.
• Data Loading & Backup – controls scheduled data loading and scheduled backups.
• SMTP Settings - enable relay of all SmartSimple e-mail via your company's SMTP server.
• Mobile Application

Pages in category ‘Global Settings’

The following 75 pages are in this category, out of 75 total.

A

• Adding Statuses for Organizations and Contacts - Why?
• Address Book Template
• Address Types
• Advanced Logic
• Alias
• Arcadia Settings
• Association Settings
• Associations
• Authentication Member
• Auto Loader
• Autoloader for Associations

B

• Bypassing the Login Page

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

D

• Data Loading & Backup
• Database and File Storage Status
• Default User Settings
• Delete Redirect Template
• Deleted Custom Fields
• Disable User Account After Inactive Period - Why?
• Duplicate Check

E

• Email & Email Broadcast Security
• Enable Logout
• Enable Translation Service
• Enable URL Parameter Encryption
• Enable warning upon navigation from unsaved forms
• Enhanced Security Mode
• Event Types

G

• Global Settings Search
• GuideStar Charity Check
• GuideStar Settings

I

• Importing Address
• Importing Organizations or Contacts Association

L

• Label & Tab Terminology
• Language Library
• Ledger Codes
• Linking Autoloaders
• Lock System Configurations

P

• Password Policy
• PDF Parser - Why?
• Primary Authentication Controller

R

• Reminder Templates
• Resource Types
• Rich Editor Settings

S

• Scheduler
• Screen Share
• Search Custom Fields
• Security Settings
• Session Timeout
• Setting an E-mail Domain
• SmartCheck Validation
• Suppress E-mail Alert
• System Feature Permissions
• System Summary
• System Variables
• System Variables and Custom Fields

T

• Terminate User Session

U

• Updated Login Messaging - Why?
• User Delegation
• Using the Colour Picker
• UTA PDF Parser
• UTA PDF Parser - Configuration Instructions

V

• Viewing Address Types
• Visibility Permissions

W

• Web Alias
• What is the Spool Folder Setting in the Global Settings?