Changes

Classic Options

1,192 bytes added, 17:34, 18 July 2017
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* '''Resource Types''' - allows you to create custom [[Resource Types]] within your instance.
* '''Event Types''' - allows you to create custom [[Event Types]] within your instance.
* '''Accounting Settings''' - manage account integration settings* '''Ledger Codes''' - allows you to define the [[Ledger Codes]] you wish to use within your instance. * '''User Centric Interface''' - configure [[User Centric Interface]] * '''SmartPost Settings''' - Configure notification settings for object updates* '''Enable Company Relationships''' - if switched on then it permits company to company relationships* '''Resources''' - Show the Resource tab in the company* '''View User Tracking Activities (UTA Level 2) on Company Profile''' - expose level 2 records aganist org profile * '''Disable Sub-Fields from Main Custom Fields List View'' - will hide [[Custom Field Type: Dynamic Data – Dynamic Control Field|Dynamic control sub-fields]] from Custom Field list view* '''List Calendar by Int Company/Ext Account''' - alters the display of the list of selectable calendars.* '''Enable conflict check for calendar''' - calendar checks for date conflicts, triggering an alert to warn you of any such conflict. * '''Enable Calendar in UTA Contact Lookup''' - can access calendar against contacts in a UTA Contact lookup
* '''Enable News Feed''' -
* '''Include UTA calendar activities with Outlook calendar synchronization''' -
* '''Enforce Homepage''' - you can force all users to the same web page when they first log into the system. This feature is useful if you have customers using the system and want to present them with some specific information such as your own organisation web site.:** '''Homepage''' - Homepage to be used with the '''Enforce Homepage'''' setting * '''Holiday Calendar''' - SmartSimple calendar that stores dates designated by your organization as holidays* '''Calendar Event Preview Default Template''' - allows you to format the text which appears when you mouseover a calendar event within a calendar * '''NAIC Codes'''- set region for [[NAIC Codes]]
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