Difference between revisions of "Category:Global Settings"

Revision as of 16:20, 13 May 2009

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
• ObjectSync Settings – provides ability to syncronise companies and users between instances.
• Branch & 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
• Phone Number Format – determines the acceptable format for phone numbers.
• Data Loading & Backup – controls scheduled data loading and scheduled backups.
• SMTP Settings -

You can use the Quick Link combo box at the top of the page to move to the specific section without scrolling.