Difference between revisions of "Company & Account Settings"
From SmartWiki
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[[Image:Company and Account Settings June 2014.png]] | [[Image:Company and Account Settings June 2014.png]] | ||
| − | * ''' | + | * '''Standard Fields''' - [[Contact and Account Standard Fields|Standard fields]] associated with organizations. |
| − | * ''' | + | * '''Custom Fields''' – [[Custom Fields|custom fields]] associated with both [[Internal|internal]] and [[External|external]] companies. |
| − | * ''' | + | * '''Branch Custom Fields''' – [[Custom Fields|custom fields]] associated only with [[Internal|internal]] companies. |
| − | + | * '''Organization Custom Fields''' – [[Custom Fields|custom fields]] associated only with [[External|external]] companies. | |
| − | + | * '''List View''' - used to configure the [[List View|list view]] for organizations. | |
| − | * ''' | + | * '''Lookup 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" in the {{UTA}}. See [[Configuring Ajax List Views]]. |
| − | * ''' | + | * '''Signup Pages''' – used to manage [[Creating a Company Sign Up Page|external web pages where companies can register]]. |
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* '''Transaction Types''' - Allows you to define and configure [[:Category:Transactions|Transactions]]. | * '''Transaction Types''' - Allows you to define and configure [[:Category:Transactions|Transactions]]. | ||
| − | * ''' | + | * '''Duplicate Check Settings''' - Allows you to define which fields are prompted for and compared with existing Companies for duplicates when adding new organizations. See [[Duplicate Check]]. |
* '''[[Delete Redirect Template|Company/Account Delete Redirect Template]]''' - Allows you to customize the landing page after a business unit or account is deleted. | * '''[[Delete Redirect Template|Company/Account Delete Redirect Template]]''' - Allows you to customize the landing page after a business unit or account is deleted. | ||
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| − | + | * '''Deleted Companies & Accounts''' - Allows you to view and/or restore recently deleted companies and accounts. See [[How do I undelete companies or contacts?]] | |
| − | * ''' | + | * '''Company Parent''' - enables the display of a parent organization in the list views throughout the system. This feature is useful if the organizations you deal with are subsidiaries, and you need to be aware of the parent organizations. |
| − | * '''Company Parent''' - enables the display of a parent | ||
* '''Internal Owner Ajax Lookup'''- Enable [[Ajax]] Lookup on internal company owner. | * '''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 | * '''Allow External Owner''' - [[External]] user can be used as an [[internal]] company's owner | ||
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* '''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. | * '''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. | ||
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Revision as of 15:09, 10 June 2014
Note: The terms Company and Account may have been renamed in your instance of SmartSimple.
- Standard Fields - Standard fields associated with organizations.
- Custom Fields – custom fields associated with both internal and external companies.
- Branch Custom Fields – custom fields associated only with internal companies.
- Organization Custom Fields – custom fields associated only with external companies.
- List View - used to configure the list view for organizations.
- Lookup 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" in the . See Configuring Ajax List Views.
- Signup Pages – used to manage external web pages where companies can register.
- Transaction Types - Allows you to define and configure Transactions.
- Duplicate Check Settings - Allows you to define which fields are prompted for and compared with existing Companies for duplicates when adding new organizations. See Duplicate Check.
- Company/Account Delete Redirect Template - Allows you to customize the landing page after a business unit or account is deleted.
- Deleted Companies & Accounts - Allows you to view and/or restore recently deleted companies and accounts. See How do I undelete companies or contacts?
- Company Parent - enables the display of a parent organization in the list views throughout the system. This feature is useful if the organizations you deal with are subsidiaries, and you need to be aware of the parent organizations.
- 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.
