Changes

Company & Account Settings

354 bytes added, 15:42, 27 November 2017

no edit summary

'''Note:''' The terms ''Company'' and ''Account'' may have been renamed in your instance of [[SmartSimple]].

[[Image:Companyand Account Settings 2017.png]] * '''Company Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] companies.* '''Account Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] companies.* '''Company & Account Signup Pages''' – used to manage [[External1000px|externalborder]] 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]].* '''Deleted Companies & Accounts''' - Allows you to view and/or restore recently deleted companies and accounts.* '''Company/Account Standard Fields''' - 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]].

 

* '''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 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 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.

* '''Resources''' – displays the company resource tab, only required when using job costing.

* '''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.

==See Also==

* [[Contact and Account Standard Fields]]

* [[User & Contact Settings|User & Contact Settings]]

* [[List View|List Views]]

[[Category:Global Settings]][[Category:System Management]]

• ← Older edit

Lalaine Songalia

Smartstaff

1,385

edits