Difference between revisions of "Company & Account Settings"
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* '''Company Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] companies. | * '''Company Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] companies. | ||
* '''Company List View''' - used to configure the [[List View|list view]] for [[Internal|internal]] companies. | * '''Company List View''' - used to configure the [[List View|list view]] for [[Internal|internal]] companies. | ||
| − | * '''Company Ajax List View''' - used to configure the fields shown when using an [[Ajax]] lookup on companies, also determines the [[List View|list view]] for the Lookup dialog for the [[standard field]] "Organization." | + | * '''Company Ajax List View''' - used to configure the fields shown when using an [[Ajax]] lookup on companies, also determines the [[List View|list view]] for the Lookup dialog for the [[standard field]] "Organization." See [[Configuring Ajax List Views]]. |
* '''Account Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] companies. | * '''Account Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] companies. | ||
* '''Account List View''' - used to configure the [[List View|list view]] for [[External|external]] companies. | * '''Account List View''' - used to configure the [[List View|list view]] for [[External|external]] companies. | ||
| − | * '''Account Ajax List View''' - used to configure the fields shown when using an [[Ajax]] lookup on accounts. | + | * '''Account Ajax List View''' - used to configure the fields shown when using an [[Ajax]] lookup on accounts. See [[Configuring Ajax List Views]]. |
* '''Company & Account Signup Pages''' – used to manage external web pages where companies can register. | * '''Company & Account Signup Pages''' – used to manage external web pages where companies can register. | ||
* '''Duplicate Company Check Settings''' - Allows you to define which fields are prompted for and compared with existing Companies for duplicates when adding new Internal organizations. See [[Duplicate Check]]. | * '''Duplicate Company Check Settings''' - Allows you to define which fields are prompted for and compared with existing Companies for duplicates when adding new Internal organizations. See [[Duplicate Check]]. | ||
Revision as of 14:33, 4 November 2013
Note: The terms Company and Account may have been renamed in your instance of SmartSimple.
- Company/Account Custom Fields – custom fields associated with both internal and external companies.
- Company Custom Fields – custom fields associated with internal companies.
- Company List View - used to configure the list view for internal companies.
- Company Ajax List View - used to configure the fields shown when using an Ajax lookup on companies, also determines the list view for the Lookup dialog for the standard field "Organization." See Configuring Ajax List Views.
- Account Custom Fields – custom fields associated with external companies.
- Account List View - used to configure the list view for external companies.
- Account Ajax List View - used to configure the fields shown when using an Ajax lookup on accounts. See Configuring Ajax List Views.
- Company & Account Signup Pages – used to manage external web pages where companies can register.
- Duplicate Company Check Settings - Allows you to define which fields are prompted for and compared with existing Companies for duplicates when adding new Internal organizations. See Duplicate Check.
- Duplicate Account Check Settings - Allows you to define which fields are prompted for and compared with existing Companies for duplicates when adding new External organizations. See Duplicate Check.
- Transaction Types - Allows you to define and configure Transactions.
- Deleted Companies & Accounts - Allows you to view and/or restore recently deleted companies and accounts. See How do I undelete companies or contacts?
- Company/Account Delete Redirect Template - Allows you to customize the landing page after a business unit or account is deleted.
- Company/Account Standard Field Settings - See Contact and Account Standard Fields for details.
- Enable State / Province Combo-box - Display state / province field as combo-box
- 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.
- Internal Owner Ajax Lookup- Enable Ajax Lookup on internal company owner.
- Allow External Owner - External user can be used as an internal company's owner
- Resources – displays the company resource tab, only required when using job costing.
- Company Relationship - Enable company relationship tab for companies.
- 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.
- Display UTA Items – displays tracking items from the Universal Tracking Application associated as a set of tabs on the company record.
