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'''Note:''' The terms ''Company'' and ''Account'' may have been renamed in your instance of [[SmartSimple]].
[[Image:Company and Account Settings2017.png]] * '''Company/Account Custom Fields''' – [[Custom Fields|custom fields]] associated with both [[Internal|internal]] and [[External1000px|externalborder]] 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 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."* '''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 Ajax List View''' - used to configure the fields shown when using an [[Ajax]] lookup on accounts.* '''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* '''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* '''Transaction Types''' - Allows you to define and configure Company [[:Category:Transactions|Transactions]].* '''Deleted Companies & Accounts''' - Allows you to view and/or restore recently deleted companies and accounts.* '''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.
* '''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.
* '''Dynamic Field Visibility Controls''' – Configure dynamic field visibility controls for Business Unit and Organization.
* '''Statuses''' – Statuses used for Business Unit and Organization
* '''Submit & Save Buttons''' – Submit & Save Buttons used for Business Unit and Organization
* '''SmartCheck Validation''' – SmartCheck validation to attach to form buttons for Business Unit and Organization
* '''Signup Pages''' – used to manage [[Creating a Company Sign Up Page|external web pages where companies can register]].
* '''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]].
* '''Enable State / Province Combo-boxList View''' - Display state / province field as combo-box used to configure the [[List View|list view]] for organizations.* '''Company ParentLookup List View''' - enables used to configure the display of a parent organisation in fields shown when using an [[Ajax]] lookup on companies, also determines the [[List View|list views throughout view]] for the system. This feature is useful if Lookup dialog for the organisations you deal with are subsidiaries, and you need to be aware of [[standard field]] "Organization" in the parent organisations{{UTA}}.* '''Internal Owner Ajax Lookup'''- Enable See [[Configuring AjaxList Views]] Lookup on internal company owner.* '''Allow External OwnerActivity List View''' - [[External]] user can be used as an [[internal]] company's owner to configure the list views for Business Unit and Organization activities* '''ResourcesDeleted Companies & Accounts''' – displays the company resource tab, only required when using job costing- Allows you to view and/or restore recently deleted companies and accounts.See [[How do I undelete companies or contacts?]]* '''Deleted Company Relationship& Account Addresses''' - Enable company relationship tab for Allows you to view deleted multiple addresses of companiesand accounts. * '''NAIC CodesDefault Primary contact''' - Make the first user created in an organization with no users the primary contact* '''North American Industry Classification SystemDisable Address Inheritance''' (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 - Prevent a new company or user address fields from defaulting to track organisations by NAIC codes. You can set two codes for each organisation, a primary and secondary code.its parent* '''Display UTA Items[[Delete Redirect Template|Company/Account Delete Redirect Template]]''' – displays tracking items from - Allows you to personalize the [[Universal Tracking Application]] associated as landing page after a set of tabs on the company recordbusiness unit or account is deleted.
==See Also==
* [[Contact and Account Standard Fields]]
* [[User & Contact Settings|User & Contact Settings]]
* [[List View|List Views]]
[[Category:Global Settings]][[Category:System Management]]