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.
• 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 - 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.

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

• 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?