Difference between revisions of "Company & Account Settings"
From SmartWiki
| (5 intermediate revisions by 3 users not shown) | |||
| Line 1: | Line 1: | ||
| − | '''Note:''' The terms ''Company'' and ''Account'' may have been renamed in your instance of [[SmartSimple]]. | + | '''Note:''' The terms ''Company'' and ''Account'' may have been renamed in your instance of [[SmartSimple]]. |
| + | |||
| + | [[Image:Company and Account Settings 2017.png|1000px|border]] | ||
| − | |||
| − | |||
* '''Standard Fields''' - [[Contact and Account Standard Fields|Standard fields]] associated with organizations. | * '''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. | * '''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]]. | * '''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]]. | * '''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]]. | ||
| − | |||
| + | * '''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]]. | ||
| + | * '''Activity List View''' - used to configure the list views for Business Unit and Organization activities | ||
* '''Deleted Companies & Accounts''' - Allows you to view and/or restore recently deleted companies and accounts. See [[How do I undelete companies or contacts?]] | * '''Deleted Companies & Accounts''' - Allows you to view and/or restore recently deleted companies and accounts. See [[How do I undelete companies or contacts?]] | ||
| − | * '''Company | + | * '''Deleted Company & Account Addresses''' - Allows you to view deleted multiple addresses of companies and accounts. |
| − | * ''' | + | * '''Default Primary contact''' - Make the first user created in an organization with no users the primary contact |
| − | + | * '''Disable Address Inheritance''' - Prevent a new company or user address fields from defaulting to its parent | |
| − | * ''' | + | * '''[[Delete Redirect Template|Company/Account Delete Redirect Template]]''' - Allows you to personalize the landing page after a business unit or account is deleted. |
| − | * '''[[Company | ||
| − | |||
| − | |||
| − | |||
==See Also== | ==See Also== | ||
* [[Contact and Account Standard Fields]] | * [[Contact and Account Standard Fields]] | ||
| − | * [[User & Contact Settings]] | + | * [[User & Contact Settings|User & Contact Settings]] |
* [[List View|List Views]] | * [[List View|List Views]] | ||
[[Category:Global Settings]][[Category:System Management]] | [[Category:Global Settings]][[Category:System Management]] | ||
Latest revision as of 11:42, 27 November 2017
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.
- 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 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.
- 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.
- Activity List View - used to configure the list views for Business Unit and Organization activities
- Deleted Companies & Accounts - Allows you to view and/or restore recently deleted companies and accounts. See How do I undelete companies or contacts?
- Deleted Company & Account Addresses - Allows you to view deleted multiple addresses of companies and accounts.
- Default Primary contact - Make the first user created in an organization with no users the primary contact
- Disable Address Inheritance - Prevent a new company or user address fields from defaulting to its parent
- Company/Account Delete Redirect Template - Allows you to personalize the landing page after a business unit or account is deleted.
