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Configuring a SmartSimple Instance

84 bytes added, 20:38, 24 June 2019
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A list of deleted companies/accounts, users/contacts is also displayed. You can review the deleted companies or contacts by clicking on the word “deleted”.
You can then review the list and either restore one or more contact, or purge (permanently delete) from the system.
 
The total storage used by the instance is calculated by clicking the Re-calculate Storage button.
:: [[File:Password email template.png|800px|border]]
: :* The '''New User''' email message is sent to a [[User|user]] when you enable their access to SmartSimple for the first time.:* The '''Request Password''' email message is sent to a [[User|user]] when they request a new [[Password|password]] from the login page, or when you reset a [[User|user’s]] password in the user details page. 
You can alter the text as required.
==[[Company & Account Settings|Company & Account Settings]]==
:: [[ImageFile:Glob21Organization settings.png|850px|border]]
:* '''Branch Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] companies.:* '''Account Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] companies.:* '''User and Contact Signup Pages''' – used to manage [[External|external]] web pages where people can register as contacts.:* '''Branch and Account Signup Pages''' – used to manage [[External|external]] web pages where companies can register.:* '''Company Parent''' - enables the display of a parent organisation in the list views throughout the system. This feature is useful if the organisations you deal with are subsidiaries, and you need to be aware of the parent organisations.:* '''Resources''' – displays the company resource tab, only required when using job costing.:* '''NAIC Codes''' - the '''North American Industry Classification System''' (NAICS, pronounced Nakes) was developed as the standard for use by US, Canadian, and Mexican agencies in classifying business establishments. Enable this setting if you wish to track organisations by NAIC codes. You can set two codes for each organisation, a primary and secondary code.
[[Image:Glob22.png]]
:* '''Display UTA Items''' – displays tracking items from the [[Universal Tracking Application]] associated as a set of tabs on the company record. 
==[[User & Contact Settings|User & Contact Settings]]==
:: [[ImageFile:Glob23.png]] * '''User Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] [[User|users]].* '''Contact Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] contacts.* '''Default User Settings''' – the default system settings that will be set for each new [[User|user]] or contact.* '''Disable Pre-load People List''' – this option is used to improve performance when you have in excess of 50,000 contacts in your copy of [[SmartSimple]]. Enabling this option will disable the display of contacts in all '''Search People''' pages.* '''Enforce Homepage''' - you can force all [[Userpng|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''' – specifies a web page to be used as the homepage.* '''Language''' – the default language for all new [[User850px|usersborder]].
:* '''User Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] [[User|users]].
:* '''Contact Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] contacts.
:* '''Default User Settings''' – the default system settings that will be set for each new [[User|user]] or contact.
:* '''Disable Pre-load People List''' – this option is used to improve performance when you have in excess of 50,000 contacts in your copy of [[SmartSimple]]. Enabling this option will disable the display of contacts in all '''Search People''' pages.
:* '''Enforce Homepage''' - you can force all [[User|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''' – specifies a web page to be used as the homepage.
:* '''Language''' – the default language for all new [[User|users]].
Checking this box does not override the home page setting for each [[User|user]], but simply defines the first page they will see when logging in.
<u>'''Default User – Display Options'''</u>
:* '''Left Navigation Style''' – choose '''Static''' for [[Menu|menus]] that don’t expand or dynamic for [[Menu|menus]] that open and close.:* '''UTA Tabs''' – used to control the presentation of tabbed fields when the [[Universal Tracking Application]] is used.:* '''Font Size''' – choose a larger font size for your view of the system.:* '''Number of Records Per page''' – defines the number of records per page you wish to see when information is displayed as a list. You can choose 20, 40, 60, 80 or 100.:* '''Text Editor''' – enables and disables the Rich Text/HTML Editor.:* '''Publish Pin Board''' – make your personal Pin board visible to other people.:* '''List View Thumbnail Size''' – determines the size of images in reports. 
<u>'''Default User – Regional Settings'''</u>
[[Image:Glob24.png]]
:* '''Input Date Format''' – the individual [[User|user’s]] preferred entry format for date time values.:* '''Input Short Date Time Format''' – the individual [[User|user’s]] preferred short display format for date time values.:* '''Input Long Date Time Format''' – the individual [[User|user’s]] preferred link format for date time values.:* '''Time Difference''' – used to set your local time.:* '''Home Currency''' – the default currency for this [[User|user]]. This currency will be referenced in applications such as [[Sales Tracking]] and Expense Tracking. This currency will be assumed to be the default currency for this user.:* '''Language''' – the language that you wish to use. Currently you can select from seven languages.:* '''Internet Map Service''' – determines the Internet service you wish to use when displaying maps. 
1. Click the [[Global Settings]] tab to return to the [[Global Settings]] page.
[[Image:Glob27.png]]
:* '''On-Line Editing''' – provides [[User|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.:* Size Subscribed – defines the amount of disk storage required for [[Smart Folder|SmartFolders]] – up to 5 GB. 
==[[Organisational Terminology]]==
You can define specific terminology for some basic [[SmartSimple]] objects.
[[Image:Glob31.png]]
:* Set the number of [[Internal]] Licenses to the number of people in your organisation that will be using the system.:* Set the number of [[External]] Licenses to the number of people in other organisations that you wish to access your copy of [[SmartSimple]].:* You can adjust the number of licenses at any time. 
You will not be able to enable [[User|user]] accounts if there are insufficient licenses.
==See Also==
:* [[Configuration mode]]:* [[Custom fields]] 
[[Category:System Management]][[Category:Global Settings]]
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