| Tab Name
|
Sub-section
|
Description
|
|---|
| System
|
System Configuration
|
How the system should be customized to your specific business needs, including system-wide variables and all custom fields (including those in UTAs)
|
| System
|
System Options
|
Switch off or on certain System options
|
| System
|
System Process
|
Configure certain processes that may need to be run on a regular basis
|
| System
|
System Log and Summary
|
Access to logs and system overview sections
|
| Branding
|
Branding & Visual Settings
|
How this copy of SmartSimple will look.
|
| Branding
|
General Terminology
|
The company and people terminology you wish to use in this copy of SmartSimple.
|
|
| Organizations
|
General Settings
|
Company signup pages, custom fields, Statuses and buttons.
|
| Organizations
|
List View Settings
|
Company List view options
|
| Organizations
|
Miscellaneous
|
Additional features available to organizations
|
| Users
|
General Settings
|
User signup pages, standard fields, custom fields, Statuses and buttons.
|
| Users
|
List View Settings
|
User list view options
|
| User
|
Miscellaneous
|
Additional features available to users
|
| Associations
|
General Settings
|
Switch on feature, and configure standard fields and custom fields
|
| Associations
|
List View Settings
|
Association List view options
|
| Associations
|
Miscellaneous
|
Additional features available to Associations
|
| Associations
|
Importing Tools
|
Options to import Associations, People Relationships and Company Relationships
|
| Transactions
|
General Settings
|
Transaction Types, standard fields, custom fields, Statuses and buttons.
|
| Transactions
|
List View Settings
|
Transaction List view options
|
| Security
|
Business Security Settings
|
How you wish to control access security.
|
| Security
|
System Security Settings
|
Switch off/ on security settings.
|
| Integrations
|
Authentication Settings
|
Configure Authentication Control and Single Sign-On.
|
| Integrations
|
SMTP Relay Settings
|
Enable relay of all SmartSimple e-mail via your company's SMTP server.
|
| Integrations
|
API Settings
|
Configure SmartConnect RESTful API functions
|
| Integrations
|
Service Settings
|
Configure Integration Key Management, including on-line signing of documents
|
| Integrations
|
Watch List Settings
|
Manage Watchlist and GuideStar settings
|
| Integrations
|
Mobile App Settings
|
Settings specific to the Mobile application
|
| Classic Options
|
Classic Interface Options
|
Enable old versions of certain system features
|
| Classic Options
|
Classic Features and Functions
|
Control of various system objects
|
| Classic Options
|
People Online Settings
|
Select the fields that will be displayed when you move your mouse over a user listed in the People online list.
|
| Classic Options
|
ObjectSync Settings
|
Provides ability to synchronise companies and users between instances.
|